True Wealth Design, LLC Vanguard Intermediate Term Tre Transaction History

True Wealth Design, LLC

$327 Billion
Q3 2025

A detailed history of True Wealth Design, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, True Wealth Design, LLC holds 585 shares of VGIT stock, worth $35,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares

585

Previous 576 1.56%

Holding current value

$35,100

Previous $34.5 Million 1.94%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$58.97 - $60.36 $530 - $543	9 Added 1.56%	585 $35.1 Million
Q2 2025 Aug 06, 2025	BUY	$58.63 - $59.9 $13,367 - $13,657	228 Added 65.52%	576 $34.5 Million
Q4 2024 Feb 14, 2025	BUY	$57.78 - $60.4 $20,107 - $21,019	348 New	348 $20.2 Million
Q2 2024 Aug 14, 2024	BUY	$57.14 - $58.53 $715,678 - $733,088	12,525 Added 3.5%	370,095 $21.6 Billion
Q1 2024 May 14, 2024	BUY	$58.07 - $59.52 $981,150 - $1.01 Million	16,896 Added 4.96%	357,570 $20.9 Billion

Q4 2023 Feb 14, 2024	SELL	$56.15 - $59.51 $7.21 Million - $7.64 Million	-128,413 Reduced 27.38%	340,674 $20.2 Billion
Q3 2023 Nov 13, 2023	SELL	$56.93 - $59.05 $3.19 Million - $3.31 Million	-56,118 Reduced 10.68%	469,087 $26.8 Billion
Q2 2023 Aug 14, 2023	BUY	$58.61 - $60.65 $2.84 Million - $2.94 Million	48,505 Added 10.18%	525,205 $30.8 Billion
Q1 2023 May 12, 2023	SELL	$57.72 - $60.39 $1.48 Million - $1.55 Million	-25,718 Reduced 5.12%	476,700 $28.6 Billion
Q4 2022 Feb 15, 2023	BUY	$57.14 - $59.67 $28.7 Million - $30 Million	502,418 New	502,418 $29.4 Billion

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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True Wealth Design, LLC Vanguard Intermediate Term Tre Transaction History