Simplicity Wealth,Llc Vanguard Intermediate Term Tre Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Simplicity Wealth,Llc holds 62,818 shares of VGIT stock, worth $3.64 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

62,818

Previous 69,177 9.19%

Holding current value

$3.64 Million

Previous $4.03 Million 5.78%

% of portfolio

0.37%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$57.8 - $60.8 $367,550 - $386,627	-6,359 Reduced 9.19%	62,818 $3.8 Million
Q2 2024 Jul 10, 2024	SELL	$57.14 - $58.53 $1.02 Million - $1.05 Million	-17,918 Reduced 20.57%	69,177 $4.03 Million
Q1 2024 Apr 24, 2024	BUY	$58.07 - $59.52 $233,789 - $239,627	4,026 Added 4.85%	87,095 $5.1 Million
Q4 2023 Jan 29, 2024	BUY	$56.15 - $59.51 $45,818 - $48,560	816 Added 0.99%	83,069 $4.93 Million
Q3 2023 Oct 19, 2023	BUY	$56.93 - $59.05 $187,242 - $194,215	3,289 Added 4.17%	82,253 $4.7 Million
Q2 2023 Jul 26, 2023	SELL	$58.61 - $60.65 $161,001 - $166,605	-2,747 Reduced 3.36%	78,964 $4.63 Million
Q1 2023 Apr 27, 2023	BUY	$57.72 - $60.39 $1.15 Million - $1.2 Million	19,924 Added 32.25%	81,711 $4.9 Million
Q4 2022 Feb 15, 2023	BUY	$57.14 - $59.67 $3.53 Million - $3.69 Million	61,787 New	61,787 $3.61 Million

Others Institutions Holding VGIT

# of Institutions

767

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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Simplicity Wealth,Llc Vanguard Intermediate Term Tre Transaction History