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 $2.7 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
45,195
Previous 58,328 22.52%
Holding current value
$2.7 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
860
Shares Held
405M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email