Private Wealth Management Group, LLC Vanguard Intermediate Term Tre Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 340,837 shares of VGIT stock, worth $20.3 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares

340,837

Previous 331,807 2.72%

Holding current value

$20.3 Million

Previous $19.7 Billion 3.43%

% of portfolio

6.77%

Previous 7.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$58.63 - $59.9 $529,428 - $540,897	9,030 Added 2.72%	340,837 $20.4 Billion
Q1 2025 May 02, 2025	BUY	$57.44 - $59.4 $933,572 - $965,428	16,253 Added 5.15%	331,807 $19.7 Billion
Q4 2024 Jan 27, 2025	BUY	$57.78 - $60.4 $557,345 - $582,618	9,646 Added 3.15%	315,554 $18.3 Billion
Q3 2024 Oct 29, 2024	BUY	$57.8 - $60.8 $770,936 - $810,950	13,338 Added 4.56%	305,908 $18.5 Billion
Q2 2024 Aug 13, 2024	BUY	$57.14 - $58.53 $638,082 - $653,604	11,167 Added 3.97%	292,570 $17 Billion
Q1 2024 Apr 30, 2024	BUY	$58.07 - $59.52 $2.88 Million - $2.95 Million	49,619 Added 21.41%	281,403 $16.5 Billion
Q4 2023 Feb 08, 2024	BUY	$56.15 - $59.51 $13 Million - $13.8 Million	231,784 New	231,784 $13.7 Billion

Others Institutions Holding VGIT

# of Institutions

900

Shares Held

407M

Call Options Held

8.8K

Put Options Held

13.7K

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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Account

Private Wealth Management Group, LLC Vanguard Intermediate Term Tre Transaction History