Ullmann Wealth Partners Group, LLC Vanguard Intermediate Term Tre Transaction History

Ullmann Wealth Partners Group, LLC

  • $672 Million
  • Q1 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 4,534 shares of VGIT stock, worth $263,788. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,534
Previous 5,208 12.94%
Holding current value
$263,788
Previous $308,000 13.96%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$58.07 - $59.52 $39,139 - $40,116
-674 Reduced 12.94%
4,534 $265,000
Q4 2023

Jan 11, 2024
SELL
$56.15 - $59.51 $46,604 - $49,393
-830 Reduced 13.75%
5,208 $308,000
Q3 2023

Oct 13, 2023
SELL
$56.93 - $59.05 $31,425 - $32,595
-552 Reduced 8.38%
6,038 $345,000
Q2 2023

Jul 13, 2023
BUY
$58.61 - $60.65 $139,022 - $143,861
2,372 Added 56.24%
6,590 $386,000
Q1 2023

Apr 11, 2023
BUY
$57.72 - $60.39 $243,462 - $254,725
4,218 New
4,218 $252,000

Others Institutions Holding VGIT

# of Institutions
695
Shares Held
333M
Call Options Held
19.2K
Put Options Held
17.5K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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