Moneta Group Investment Advisors LLC Vanguard Intermediate Term Tre Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,853 shares of VGIT stock, worth $351,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,853
Previous 4,938 18.53%
Holding current value
$351,062
Previous $293,000 19.45%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$58.63 - $59.9 $53,646 - $54,808
915 Added 18.53%
5,853 $350,000
Q1 2025

May 15, 2025
BUY
$57.44 - $59.4 $283,638 - $293,317
4,938 New
4,938 $293,000
Q4 2023

Feb 15, 2024
SELL
$56.15 - $59.51 $95,286 - $100,988
-1,697 Reduced 24.79%
5,149 $305,000
Q3 2023

Nov 15, 2023
BUY
$56.93 - $59.05 $4,098 - $4,251
72 Added 1.06%
6,846 $391,000
Q2 2023

Aug 15, 2023
BUY
$58.61 - $60.65 $54,741 - $56,647
934 Added 15.99%
6,774 $397,000
Q1 2023

May 15, 2023
BUY
$57.72 - $60.39 $337,084 - $352,677
5,840 New
5,840 $350,000

Others Institutions Holding VGIT

# of Institutions
894
Shares Held
420M
Call Options Held
10.7K
Put Options Held
9.4K
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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