Stonebridge Financial Planning Group, LLC Vanguard Intermediate Term Tre Transaction History

Stonebridge Financial Planning Group, LLC

$229 Million
Q2 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,935 shares of VGIT stock, worth $472,846. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,935

Previous 8,743 9.24%

Holding current value

$472,846

Previous $519,000 8.67%

% of portfolio

0.21%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$58.63 - $59.9 $47,373 - $48,399	-808 Reduced 9.24%	7,935 $474,000
Q1 2025 May 08, 2025	BUY	$57.44 - $59.4 $29,524 - $30,531	514 Added 6.25%	8,743 $519,000
Q4 2024 Feb 18, 2025	SELL	$57.78 - $60.4 $206,332 - $215,688	-3,571 Reduced 30.26%	8,229 $477,000
Q3 2024 Nov 08, 2024	BUY	$57.8 - $60.8 $48,263 - $50,768	835 Added 7.62%	11,800 $712,000
Q2 2024 Aug 07, 2024	BUY	$57.14 - $58.53 $333,411 - $341,522	5,835 Added 113.74%	10,965 $638,000
Q1 2024 May 13, 2024	BUY	$58.07 - $59.52 $297,899 - $305,337	5,130 New	5,130 $300,000

Others Institutions Holding VGIT

# of Institutions

891

Shares Held

407M

Call Options Held

8.8K

Put Options Held

13.7K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Stonebridge Financial Planning Group, LLC Vanguard Intermediate Term Tre Transaction History