Simplicity Wealth,Llc Vanguard Intermediate Term Tre Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Simplicity Wealth,Llc holds 66,782 shares of VGIT stock, worth $4.03 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
66,782
Previous 142,898 53.27%
Holding current value
$4.03 Million
Previous $8.55 Million 53.1%
% of portfolio
0.25%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$58.97 - $60.36 $4.49 Million - $4.59 Million
-76,116 Reduced 53.27%
66,782 $4.01 Million
Q2 2025

Jul 22, 2025
BUY
$58.63 - $59.9 $4.13 Million - $4.22 Million
70,449 Added 97.24%
142,898 $8.55 Million
Q1 2025

Apr 14, 2025
BUY
$57.44 - $59.4 $4.16 Million - $4.3 Million
72,449 New
72,449 $4.3 Million
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
896
Shares Held
422M
Call Options Held
10.7K
Put Options Held
9.4K
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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