Moneta Group Investment Advisors LLC Vanguard Intermediate Term Tre Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 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 4,952 shares of VGIT stock, worth $297,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,952

Previous 5,853 15.39%

Holding current value

$297,120

Previous $350,000 15.14%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$58.97 - $60.36 $53,131 - $54,384	-901 Reduced 15.39%	4,952 $297,000
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

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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Moneta Group Investment Advisors LLC Vanguard Intermediate Term Tre Transaction History