Polaris Wealth Advisory Group, LLC Vanguard Intermediate Term Tre Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 290,265 shares of VGIT stock, worth $17 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
290,265
Previous 304,870 4.79%
Holding current value
$17 Million
Previous $17.9 Million 7.24%
% of portfolio
1.27%
Previous 1.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$56.93 - $59.05 $831,462 - $862,425
-14,605 Reduced 4.79%
290,265 $16.6 Million
Q2 2023

Aug 07, 2023
BUY
$58.61 - $60.65 $222,366 - $230,106
3,794 Added 1.26%
304,870 $17.9 Million
Q1 2023

May 03, 2023
BUY
$57.72 - $60.39 $20,086 - $21,015
348 Added 0.12%
301,076 $18.1 Million
Q4 2022

Jan 19, 2023
SELL
$57.26 - $59.67 $42,887 - $44,692
-749 Reduced 0.25%
300,728 $0
Q3 2022

Oct 12, 2022
BUY
N/A
301,477 New
301,477 $17.4 Million

Others Institutions Holding VGIT

# of Institutions
695
Shares Held
333M
Call Options Held
19.2K
Put Options Held
17.5K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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