Moss Adams Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,140,196 shares of VGIT stock, worth $66.5 Million. This represents 7.54% of its overall portfolio holdings.

Number of Shares

1,140,196

Previous 1,173,699 2.85%

Holding current value

$66.5 Million

Previous $68.3 Billion 0.8%

% of portfolio

7.54%

Previous 9.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$57.8 - $60.8 $1.94 Million - $2.04 Million	-33,503 Reduced 2.85%	1,140,196 $68.9 Billion
Q2 2024 Jul 23, 2024	BUY	$57.14 - $58.53 $2.45 Million - $2.51 Million	42,851 Added 3.79%	1,173,699 $68.3 Billion
Q1 2024 May 07, 2024	BUY	$58.07 - $59.52 $7.03 Million - $7.2 Million	121,047 Added 11.99%	1,130,848 $66.2 Billion
Q4 2023 Feb 06, 2024	SELL	$56.15 - $59.51 $1.56 Million - $1.65 Million	-27,746 Reduced 2.67%	1,009,801 $59.9 Billion
Q3 2023 Dec 20, 2023	BUY	$56.93 - $59.05 $428,682 - $444,646	7,530 Added 0.73%	1,037,547 $59.3 Billion
Q2 2023 Dec 20, 2023	BUY	$58.61 - $60.65 $1.31 Million - $1.35 Million	22,305 Added 2.21%	1,030,017 $60.4 Billion
Q1 2023 Dec 20, 2023	BUY	$57.72 - $60.39 $58.2 Million - $60.9 Million	1,007,712 New	1,007,712 $60.4 Billion

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Moss Adams Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History