Summit Wealth & Retirement Planning, Inc. Vanguard Intermediate Term Tre Transaction History

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 36,273 shares of VGIT stock, worth $2.12 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

36,273

Previous 37,100 2.23%

Holding current value

$2.12 Million

Previous $2.24 Million 6.16%

% of portfolio

0.68%

Previous 0.75%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$57.78 - $60.4 $47,784 - $49,950	-827 Reduced 2.23%	36,273 $2.1 Million
Q3 2024 Nov 01, 2024	SELL	$57.8 - $60.8 $282,815 - $297,494	-4,893 Reduced 11.65%	37,100 $2.24 Million
Q2 2024 Aug 06, 2024	SELL	$57.14 - $58.53 $314,441 - $322,090	-5,503 Reduced 11.59%	41,993 $2.45 Million
Q1 2024 May 09, 2024	SELL	$58.07 - $59.52 $98,777 - $101,243	-1,701 Reduced 3.46%	47,496 $2.78 Million
Q4 2023 Feb 01, 2024	SELL	$56.15 - $59.51 $192,089 - $203,583	-3,421 Reduced 6.5%	49,197 $2.92 Million
Q3 2023 Oct 25, 2023	SELL	$56.93 - $59.05 $387,465 - $401,894	-6,806 Reduced 11.45%	52,618 $3.01 Million
Q2 2023 Jul 26, 2023	SELL	$58.61 - $60.65 $73,965 - $76,540	-1,262 Reduced 2.08%	59,424 $3.49 Million
Q1 2023 May 11, 2023	SELL	$57.72 - $60.39 $70,014 - $73,253	-1,213 Reduced 1.96%	60,686 $3.64 Million
Q4 2022 Feb 09, 2023	SELL	$57.14 - $59.67 $46,111 - $48,153	-807 Reduced 1.29%	61,899 $3.62 Million
Q3 2022 Nov 10, 2022	SELL	$57.73 - $62.32 $7,504 - $8,101	-130 Reduced 0.21%	62,706 $3.66 Million
Q2 2022 Aug 02, 2022	BUY	$59.34 - $62.5 $41,834 - $44,062	705 Added 1.13%	62,836 $3.84 Million
Q1 2022 May 12, 2022	BUY	$62.43 - $66.15 $125,047 - $132,498	2,003 Added 3.33%	62,131 $3.91 Million
Q4 2021 Feb 03, 2022	BUY	$66.4 - $67.68 $118,192 - $120,470	1,780 Added 3.05%	60,128 $4 Million
Q3 2021 Nov 12, 2021	BUY	$67.44 - $68.68 $348,867 - $355,281	5,173 Added 9.73%	58,348 $3.94 Million
Q2 2021 Aug 13, 2021	SELL	$67.21 - $68.13 $60,757 - $61,589	-904 Reduced 1.67%	53,175 $3.61 Million
Q1 2021 May 10, 2021	SELL	$67.23 - $69.45 $5.56 Million - $5.74 Million	-82,656 Reduced 60.45%	54,079 $3.64 Million
Q4 2020 Feb 09, 2021	BUY	$69.32 - $70.41 $410,166 - $416,615	5,917 Added 4.52%	136,735 $9.49 Million
Q3 2020 Nov 10, 2020	BUY	$70.34 - $70.85 $380,117 - $382,873	5,404 Added 4.31%	130,818 $9.22 Million
Q2 2020 Aug 13, 2020	BUY	$69.86 - $70.63 $544,558 - $550,560	7,795 Added 6.63%	125,414 $8.85 Million
Q1 2020 May 11, 2020	BUY	$66.04 - $70.55 $285,556 - $305,058	4,324 Added 3.82%	117,619 $8.3 Million
Q4 2019 Feb 10, 2020	BUY	$65.75 - $67.26 $7.45 Million - $7.62 Million	113,295 New	113,295 $7.47 Million

Others Institutions Holding VGIT

# of Institutions

790

Shares Held

391M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Account

Summit Wealth & Retirement Planning, Inc. Vanguard Intermediate Term Tre Transaction History