A detailed history of Source Financial Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Source Financial Advisors LLC holds 3,942 shares of VGIT stock, worth $229,227. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,942
Previous 4,142 4.83%
Holding current value
$229,227
Previous $241,000 1.24%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$57.8 - $60.8 $11,560 - $12,160
-200 Reduced 4.83%
3,942 $238,000
Q2 2024

Jul 17, 2024

SELL
$57.14 - $58.53 $8,685 - $8,896
-152 Reduced 3.54%
4,142 $241,000
Q1 2024

May 01, 2024

SELL
$58.07 - $59.52 $158,763 - $162,727
-2,734 Reduced 38.9%
4,294 $251,000
Q4 2023

Jan 11, 2024

SELL
$56.15 - $59.51 $10,612 - $11,247
-189 Reduced 2.62%
7,028 $416,000
Q3 2023

Oct 26, 2023

SELL
$56.93 - $59.05 $116,763 - $121,111
-2,051 Reduced 22.13%
7,217 $412,000
Q2 2023

Jul 24, 2023

SELL
$58.61 - $60.65 $351,425 - $363,657
-5,996 Reduced 39.28%
9,268 $543,000
Q1 2023

Apr 20, 2023

SELL
$57.72 - $60.39 $11,544 - $12,078
-200 Reduced 1.29%
15,264 $915,000
Q4 2022

Jan 31, 2023

SELL
$57.14 - $59.67 $8,628 - $9,010
-151 Reduced 0.97%
15,464 $904,000
Q3 2022

Nov 14, 2022

SELL
$57.73 - $62.32 $98,487 - $106,317
-1,706 Reduced 9.85%
15,615 $911,000
Q2 2022

Aug 15, 2022

SELL
$59.34 - $62.5 $19,404 - $20,437
-327 Reduced 1.85%
17,321 $1.06 Million
Q1 2022

May 16, 2022

SELL
$62.43 - $66.15 $54,314 - $57,550
-870 Reduced 4.7%
17,648 $1.11 Million
Q4 2021

Feb 14, 2022

SELL
$66.4 - $67.68 $46,081 - $46,969
-694 Reduced 3.61%
18,518 $1.23 Million
Q3 2021

Nov 15, 2021

BUY
$67.44 - $68.68 $13,420 - $13,667
199 Added 1.05%
19,212 $1.3 Million
Q2 2021

Aug 16, 2021

SELL
$67.21 - $68.13 $135,226 - $137,077
-2,012 Reduced 9.57%
19,013 $1.29 Million
Q1 2021

May 17, 2021

BUY
$67.23 - $69.45 $30,858 - $31,877
459 Added 2.23%
21,025 $1.41 Million
Q4 2020

Feb 16, 2021

BUY
$69.32 - $70.41 $1.43 Million - $1.45 Million
20,566 New
20,566 $1.43 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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