Modern Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 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 272,066 shares of VGIT stock, worth $16.1 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
272,066
Previous 272,066 -0.0%
Holding current value
$16.1 Million
Previous $16.2 Billion 99.9%
% of portfolio
0.53%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
877
Shares Held
398M
Call Options Held
8.8K
Put Options Held
13.9K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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