Smart Wealth LLC Vanguard Intermediate Term Tre Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Smart Wealth LLC holds 69,133 shares of VGIT stock, worth $4.14 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

69,133

Previous 79,417 12.95%

Holding current value

$4.14 Million

Previous $4.61 Billion 10.85%

% of portfolio

1.47%

Previous 1.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$57.44 - $59.4 $590,712 - $610,869	-10,284 Reduced 12.95%	69,133 $4.11 Billion
Q4 2024 Jan 28, 2025	BUY	$57.78 - $60.4 $207,025 - $216,413	3,583 Added 4.72%	79,417 $4.61 Billion
Q3 2024 Dec 13, 2024	SELL	$57.8 - $60.8 $253,857 - $267,033	-4,392 Reduced 5.47%	75,834 $4.58 Billion
Q2 2024 Dec 13, 2024	BUY	$57.14 - $58.53 $298,270 - $305,526	5,220 Added 6.96%	80,226 $4.67 Billion
Q1 2024 Dec 13, 2024	SELL	$58.07 - $59.52 $2.76 Million - $2.83 Million	-47,583 Reduced 38.82%	75,006 $4.39 Billion
Q4 2023 Dec 13, 2024	BUY	$56.15 - $59.51 $4.06 Million - $4.3 Million	72,278 Added 143.66%	122,589 $7.27 Billion
Q3 2023 Dec 13, 2024	BUY	$56.93 - $59.05 $2.86 Million - $2.97 Million	50,311 New	50,311 $2.88 Billion

Others Institutions Holding VGIT

# of Institutions

865

Shares Held

405M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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