Plan A Wealth LLC Vanguard Intermediate Term Tre Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Plan A Wealth LLC holds 68,224 shares of VGIT stock, worth $4.11 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
68,224
Previous 54,212
25.85%
Holding current value
$4.11 Million
Previous $3.24 Billion
26.31%
% of portfolio
2.08%
Previous 1.84%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
901Shares Held
418MCall Options Held
10.7KPut Options Held
9.4K-
Jpmorgan Chase & CO New York, NY77.5MShares$4.67 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC46.1MShares$2.78 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.44 Billion11.62% of portfolio
-
Morgan Stanley New York, NY19.1MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.1MShares$1.15 Billion3.44% of portfolio