Wade Financial Advisory, Inc Vanguard Intermediate Term Tre Transaction History
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 283,598 shares of VGIT stock, worth $17 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
283,598
Previous 280,832
0.98%
Holding current value
$17 Million
Previous $16.3 Million
3.42%
% of portfolio
5.78%
Previous 5.53%
Shares
8 transactions
Others Institutions Holding VGIT
# of Institutions
914Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio