Perigon Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,388 shares of VGIT stock, worth $908,507. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,388
Previous 15,630 1.55%
Holding current value
$908,507
Previous $944,000 5.51%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.78 - $60.4 $13,982 - $14,616
-242 Reduced 1.55%
15,388 $892,000
Q3 2024

Oct 16, 2024
BUY
$57.8 - $60.8 $903,414 - $950,304
15,630 New
15,630 $944,000
Q2 2022

Aug 11, 2022
SELL
$59.34 - $62.5 $214,988 - $226,437
-3,623 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$62.43 - $66.15 $7,866 - $8,334
126 Added 3.6%
3,623 $228,000
Q4 2021

Feb 11, 2022
BUY
$66.4 - $67.68 $11,420 - $11,640
172 Added 5.17%
3,497 $232,000
Q3 2021

Nov 01, 2021
BUY
$67.44 - $68.68 $224,238 - $228,361
3,325 New
3,325 $225,000
Q3 2021

Oct 25, 2021
SELL
$67.44 - $68.68 $223,428 - $227,536
-3,313 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$67.21 - $68.13 $133,143 - $134,965
-1,981 Reduced 37.42%
3,313 $225,000
Q1 2021

May 17, 2021
BUY
$67.23 - $69.45 $739 - $763
11 Added 0.21%
5,294 $356,000
Q4 2020

Jan 28, 2021
SELL
$69.32 - $70.41 $296,204 - $300,861
-4,273 Reduced 44.72%
5,283 $367,000
Q3 2020

Nov 03, 2020
BUY
$70.34 - $70.85 $94,114 - $94,797
1,338 Added 16.28%
9,556 $674,000
Q2 2020

Jul 29, 2020
BUY
$69.86 - $70.63 $145,029 - $146,627
2,076 Added 33.8%
8,218 $580,000
Q1 2020

Apr 17, 2020
BUY
$66.04 - $70.55 $405,617 - $433,318
6,142 New
6,142 $431,000

Others Institutions Holding VGIT

# of Institutions
856
Shares Held
404M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email