Sky Oak Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 16,192 shares of VGIT stock, worth $971,196. This represents 0.2% of its overall portfolio holdings.

Number of Shares
16,192
Previous 16,192 -0.0%
Holding current value
$971,196
Previous $961,000 0.73%
% of portfolio
0.2%
Previous 0.21%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$57.44 - $59.4 $25,331 - $26,195
441 Added 2.8%
16,192 $961,000
Q4 2024

Jan 24, 2025
BUY
$57.78 - $60.4 $166,753 - $174,314
2,886 Added 22.43%
15,751 $913,000
Q3 2024

Nov 04, 2024
BUY
$57.8 - $60.8 $54,967 - $57,820
951 Added 7.98%
12,865 $777,000
Q2 2024

Aug 12, 2024
BUY
$57.14 - $58.53 $1,942 - $1,990
34 Added 0.29%
11,914 $693,000
Q1 2024

Apr 29, 2024
SELL
$58.07 - $59.52 $12,368 - $12,677
-213 Reduced 1.76%
11,880 $695,000
Q4 2023

Jan 12, 2024
SELL
$56.15 - $59.51 $4.59 Million - $4.87 Million
-81,822 Reduced 87.12%
12,093 $717,000
Q3 2023

Oct 24, 2023
BUY
$56.93 - $59.05 $491,135 - $509,424
8,627 Added 10.12%
93,915 $5.37 Million
Q2 2023

Jul 20, 2023
BUY
$58.61 - $60.65 $4.79 Million - $4.95 Million
81,671 Added 2257.98%
85,288 $5 Million
Q4 2022

Jan 26, 2023
BUY
$57.14 - $59.67 $206,675 - $215,826
3,617 New
3,617 $0
Q2 2022

Jul 26, 2022
SELL
$59.34 - $62.5 $194,397 - $204,750
-3,276 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$62.43 - $66.15 $311,650 - $330,220
-4,992 Reduced 60.38%
3,276 $206,000
Q4 2021

Jan 24, 2022
SELL
$66.4 - $67.68 $13,147 - $13,400
-198 Reduced 2.34%
8,268 $550,000
Q3 2021

Oct 21, 2021
SELL
$67.44 - $68.68 $30,280 - $30,837
-449 Reduced 5.04%
8,466 $572,000
Q2 2021

Jul 19, 2021
SELL
$67.21 - $68.13 $7,729 - $7,834
-115 Reduced 1.27%
8,915 $605,000
Q1 2021

Apr 29, 2021
SELL
$67.23 - $69.45 $40,741 - $42,086
-606 Reduced 6.29%
9,030 $611,000
Q4 2020

Feb 02, 2021
BUY
$69.32 - $70.41 $3,673 - $3,731
53 Added 0.55%
9,636 $669,000
Q3 2020

Nov 03, 2020
BUY
$70.34 - $70.85 $263,845 - $265,758
3,751 Added 64.32%
9,583 $675,000
Q2 2020

Aug 10, 2020
SELL
$69.86 - $70.63 $220,408 - $222,837
-3,155 Reduced 35.11%
5,832 $412,000
Q1 2020

May 04, 2020
BUY
$66.04 - $70.55 $593,501 - $634,032
8,987 New
8,987 $634,000

Others Institutions Holding VGIT

# of Institutions
894
Shares Held
420M
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
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email