Transform Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 45,195 shares of VGIT stock, worth $2.72 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
45,195
Previous 58,328 22.52%
Holding current value
$2.72 Million
Previous $3.38 Million 20.78%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Apr 15, 2025
SELL
$57.44 - $59.4 $754,359 - $780,100
-13,133 Reduced 22.52%
45,195 $2.68 Million
Q4 2024

Jan 16, 2025
BUY
$57.78 - $60.4 $3.37 Million - $3.52 Million
58,328 New
58,328 $3.38 Million

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
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