True Wealth Design, LLC Vanguard Intermediate Term Tre Transaction History

True Wealth Design, LLC

$401 Billion
Q1 2024

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 357,570 shares of VGIT stock, worth $20.8 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

357,570

Previous 340,674 4.96%

Holding current value

$20.8 Million

Previous $20.2 Billion 3.6%

% of portfolio

5.22%

Previous 5.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$57.26 - $59.67 $28.8 Million - $30 Million	502,418 New	502,418 $29.4 Billion

Others Institutions Holding VGIT

# of Institutions

691

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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True Wealth Design, LLC Vanguard Intermediate Term Tre Transaction History