True Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

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 32,099 shares of VGIT stock, worth $1.87 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

32,099

Previous 26,286 22.11%

Holding current value

$1.87 Million

Previous $1.59 Million 17.19%

% of portfolio

0.71%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$57.78 - $60.4 $335,875 - $351,105	5,813 Added 22.11%	32,099 $1.86 Million
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

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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True Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History