A detailed history of True Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, True Wealth Advisors, LLC holds 26,286 shares of VGIT stock, worth $1.54 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
26,286
Previous 6,730 290.58%
Holding current value
$1.54 Million
Previous $391,000 306.14%
% of portfolio
0.59%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$57.8 - $60.8 $1.13 Million - $1.19 Million
19,556 Added 290.58%
26,286 $1.59 Million
Q2 2024

Jul 24, 2024

BUY
$57.14 - $58.53 $188,562 - $193,149
3,300 Added 96.21%
6,730 $391,000
Q1 2024

Apr 23, 2024

SELL
$58.07 - $59.52 $638 - $654
-11 Reduced 0.32%
3,430 $200,000
Q4 2023

Feb 08, 2024

SELL
$56.15 - $59.51 $5,951 - $6,308
-106 Reduced 2.99%
3,441 $204,000
Q3 2023

Nov 07, 2023

BUY
$56.93 - $59.05 $201,930 - $209,450
3,547 New
3,547 $202,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.