Narus Financial Partners, LLC Vanguard Intermediate Term Tre Transaction History

Narus Financial Partners, LLC

$279 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Jun 27, 2023	BUY	$57.72 - $60.39 $194,920 - $203,937	3,377 New	3,377 $202 Million
Q4 2022 Oct 12, 2023	SELL	$57.14 - $59.67 $450,148 - $470,080	-7,878 Reduced 68.82%	3,569 $209 Million
Q3 2022 Oct 12, 2023	BUY	$57.73 - $62.32 $660,835 - $713,377	11,447 New	11,447 $667 Million
Q2 2022 Oct 12, 2023	BUY	$59.34 - $62.5 $689,708 - $726,437	11,623 New	11,623 $711 Million
Q1 2022 Sep 12, 2023	BUY	$62.43 - $66.15 $802,849 - $850,689	12,860 New	12,860 $809 Million
Q1 2021 Mar 07, 2024	BUY	$67.23 - $69.45 $777,514 - $803,189	11,565 New	11,565 $777 Million
Q4 2019 May 14, 2024	BUY	$65.75 - $67.26 $94,154 - $96,316	1,432 Added 18.87%	9,021 $594 Million
Q3 2019 May 14, 2024	BUY	$65.91 - $66.78 $500,190 - $506,793	7,589 New	7,589 $506 Million
Q2 2019 May 13, 2024	BUY	N/A	7,715 New	7,715 $509 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.18 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.97 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$920 Million
3.23% of portfolio

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