Modern Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 259,862 shares of VGIT stock, worth $15.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

259,862

Previous 239,892 8.32%

Holding current value

$15.6 Million

Previous $14.3 Million 108630.45%

% of portfolio

0.31%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$58.97 - $60.36 $1.18 Million - $1.21 Million	19,970 Added 8.32%	259,862 $15.6 Billion
Q2 2025 Nov 12, 2025	BUY	$58.63 - $59.9 $2.16 Million - $2.21 Million	36,898 Added 18.18%	239,892 $14.3 Million
Q2 2025 Aug 14, 2025	SELL	$58.63 - $59.9 $4.05 Million - $4.14 Million	-69,072 Reduced 25.39%	202,994 $12.1 Million
Q1 2025 May 15, 2025	BUY	$57.44 - $59.4 $15.3 Million - $15.8 Million	265,910 Added 4319.53%	272,066 $16.2 Billion
Q4 2024 May 30, 2025	SELL	$57.78 - $60.4 $15.3 Million - $16 Million	-265,223 Reduced 97.48%	6,843 $396,000

Q4 2024 May 29, 2025	SELL	$57.78 - $60.4 $15.3 Million - $16 Million	-265,223 Reduced 97.48%	6,843 $396,000
Q4 2024 Feb 11, 2025	BUY	$57.78 - $60.4 $355,693 - $371,822	6,156 New	6,156 $358 Million

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Modern Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History