Palumbo Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Palumbo Wealth Management LLC

$232 Million
Q2 2024

A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 31,425 shares of VGIT stock, worth $1.9 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

31,425

Previous 31,763 1.06%

Holding current value

$1.9 Million

Previous $1.86 Million 1.61%

% of portfolio

0.79%

Previous 0.86%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$57.14 - $58.53 $19,313 - $19,783	-338 Reduced 1.06%	31,425 $1.83 Million
Q1 2024 Apr 15, 2024	SELL	$58.07 - $59.52 $10,568 - $10,832	-182 Reduced 0.57%	31,763 $1.86 Million
Q4 2023 Jan 22, 2024	BUY	$56.15 - $59.51 $749,490 - $794,339	13,348 Added 71.78%	31,945 $1.89 Million
Q3 2023 Oct 16, 2023	SELL	$56.93 - $59.05 $117,389 - $121,761	-2,062 Reduced 9.98%	18,597 $1.06 Million
Q2 2023 Jul 26, 2023	SELL	$58.61 - $60.65 $22,857 - $23,653	-390 Reduced 1.85%	20,659 $1.21 Million
Q1 2023 May 04, 2023	BUY	$57.72 - $60.39 $3,982 - $4,166	69 Added 0.33%	21,049 $1.26 Million
Q4 2022 Feb 13, 2023	SELL	$57.14 - $59.67 $4.59 Million - $4.79 Million	-80,343 Reduced 79.29%	20,980 $1.23 Million
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $5.18 Million - $5.59 Million	89,715 Added 772.87%	101,323 $5.91 Million
Q2 2022 Aug 12, 2022	SELL	$59.34 - $62.5 $4.27 Million - $4.5 Million	-72,012 Reduced 86.12%	11,608 $710,000
Q1 2022 May 10, 2022	BUY	$62.43 - $66.15 $4.44 Million - $4.71 Million	71,145 Added 570.3%	83,620 $5.26 Million
Q4 2021 Feb 16, 2022	SELL	$66.4 - $67.68 $355,704 - $362,561	-5,357 Reduced 30.04%	12,475 $829,000
Q3 2021 Nov 12, 2021	BUY	$67.44 - $68.68 $613,771 - $625,056	9,101 Added 104.24%	17,832 $1.21 Million
Q2 2021 Aug 16, 2021	SELL	$67.21 - $68.13 $52,491 - $53,209	-781 Reduced 8.21%	8,731 $592,000
Q1 2021 May 17, 2021	BUY	$67.23 - $69.45 $95,197 - $98,341	1,416 Added 17.49%	9,512 $639,000
Q4 2020 May 17, 2021	BUY	$69.32 - $70.41 $561,214 - $570,039	8,096 New	8,096 $562,000

Others Institutions Holding VGIT

# of Institutions

717

Shares Held

368M

Call Options Held

25.2K

Put Options Held

14.3K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Palumbo Wealth Management LLC Vanguard Intermediate Term Tre Transaction History