Walkner Condon Financial Advisors LLC Vanguard Intermediate Term Tre Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 13,953 shares of VGIT stock, worth $813,320. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,953
Previous 77,487 81.99%
Holding current value
$813,320
Previous $4.51 Million 81.32%
% of portfolio
0.17%
Previous 0.98%

Shares

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

Oct 31, 2024
SELL
$57.8 - $60.8 $3.67 Million - $3.86 Million
-63,534 Reduced 81.99%
13,953 $843,000
Q2 2024

Jul 26, 2024
BUY
$57.14 - $58.53 $34,626 - $35,469
606 Added 0.79%
77,487 $4.51 Million
Q1 2024

Apr 22, 2024
SELL
$58.07 - $59.52 $533,431 - $546,750
-9,186 Reduced 10.67%
76,881 $4.5 Million
Q4 2023

Jan 23, 2024
BUY
$56.15 - $59.51 $4.22 Million - $4.47 Million
75,162 Added 689.24%
86,067 $5.11 Million
Q3 2023

Oct 19, 2023
BUY
$56.93 - $59.05 $96,325 - $99,912
1,692 Added 18.37%
10,905 $623,000
Q2 2023

Jul 21, 2023
SELL
$58.61 - $60.65 $44,660 - $46,215
-762 Reduced 7.64%
9,213 $540,000
Q4 2022

Jan 25, 2023
SELL
$57.14 - $59.67 $51,768 - $54,061
-906 Reduced 8.33%
9,975 $0
Q3 2022

Oct 28, 2022
SELL
$57.73 - $62.32 $22,283 - $24,055
-386 Reduced 3.43%
10,881 $635,000
Q2 2022

Aug 04, 2022
SELL
$59.34 - $62.5 $117,433 - $123,687
-1,979 Reduced 14.94%
11,267 $689,000
Q1 2022

May 03, 2022
SELL
$62.43 - $66.15 $135,972 - $144,074
-2,178 Reduced 14.12%
13,246 $833 Million
Q4 2021

Feb 11, 2022
BUY
$66.4 - $67.68 $71,911 - $73,297
1,083 Added 7.55%
15,424 $0
Q3 2021

Nov 04, 2021
BUY
$67.44 - $68.68 $182,627 - $185,985
2,708 Added 23.28%
14,341 $969,000
Q2 2021

Aug 10, 2021
BUY
$67.21 - $68.13 $121,246 - $122,906
1,804 Added 18.35%
11,633 $788,000
Q1 2021

Apr 13, 2021
BUY
$67.23 - $69.45 $84,037 - $86,812
1,250 Added 14.57%
9,829 $661,000
Q4 2020

Jan 12, 2021
BUY
$69.32 - $70.41 $216,486 - $219,890
3,123 Added 57.24%
8,579 $596,000
Q3 2020

Nov 10, 2020
BUY
$70.34 - $70.85 $383,775 - $386,557
5,456 New
5,456 $385,000

Others Institutions Holding VGIT

# of Institutions
753
Shares Held
387M
Call Options Held
26.7K
Put Options Held
12K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email