Nova R Wealth, Inc. Vanguard Intermediate Term Tre Transaction History

Nova R Wealth, Inc.

$194 Million
Q3 2024

A detailed history of Nova R Wealth, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Nova R Wealth, Inc. holds 343,319 shares of VGIT stock, worth $20.1 Million. This represents 10.68% of its overall portfolio holdings.

Number of Shares

343,319

Previous 340,631 0.79%

Holding current value

$20.1 Million

Previous $19.8 Million 4.58%

% of portfolio

10.68%

Previous 10.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$57.8 - $60.8 $155,366 - $163,430	2,688 Added 0.79%	343,319 $20.7 Million
Q2 2024 Jul 18, 2024	BUY	$57.14 - $58.53 $826,187 - $846,285	14,459 Added 4.43%	340,631 $19.8 Million
Q1 2024 Apr 12, 2024	BUY	$58.07 - $59.52 $1.52 Million - $1.55 Million	26,101 Added 8.7%	326,172 $19.1 Million
Q4 2023 Jan 19, 2024	SELL	$56.15 - $59.51 $566,048 - $599,920	-10,081 Reduced 3.25%	300,071 $17.8 Million
Q3 2023 Oct 18, 2023	BUY	$56.93 - $59.05 $1.89 Million - $1.96 Million	33,198 Added 11.99%	310,152 $17.7 Million
Q2 2023 Jul 27, 2023	BUY	$58.61 - $60.65 $138,378 - $143,194	2,361 Added 0.86%	276,954 $16.2 Million
Q1 2023 Apr 17, 2023	BUY	$57.72 - $60.39 $104,184 - $109,003	1,805 Added 0.66%	274,593 $16.5 Million
Q4 2022 Jan 31, 2023	SELL	$57.14 - $59.67 $271,129 - $283,134	-4,745 Reduced 1.71%	272,788 $16 Million
Q3 2022 Oct 25, 2022	BUY	$57.73 - $62.32 $755,858 - $815,955	13,093 Added 4.95%	277,533 $16.2 Million
Q2 2022 Jul 15, 2022	BUY	$59.34 - $62.5 $15.7 Million - $16.5 Million	264,440 New	264,440 $16.2 Million

Others Institutions Holding VGIT

# of Institutions

755

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.

Account