Roth Financial Partners LLC Vanguard Intermediate Term Tre Transaction History
Roth Financial Partners LLC
- $277 Million
- Q2 2025
A detailed history of Roth Financial Partners LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Roth Financial Partners LLC holds 275,438 shares of VGIT stock, worth $16.6 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
275,438
Previous 253,463
8.67%
Holding current value
$16.6 Million
Previous $15 Million
9.6%
% of portfolio
5.96%
Previous 5.94%
Shares
8 transactions
Others Institutions Holding VGIT
# of Institutions
897Shares Held
421MCall 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