Wealthcare Capital Management LLC Vanguard Intermediate Term Tre Transaction History

Wealthcare Capital Management LLC

$972 Million
Q4 2024

A detailed history of Wealthcare Capital Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 13,737 shares of VGIT stock, worth $801,279. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,737

Previous 35,325 61.11%

Holding current value

$801,279

Previous $2.13 Million 62.7%

% of portfolio

0.08%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$57.78 - $60.4 $1.25 Million - $1.3 Million	-21,588 Reduced 61.11%	13,737 $796,000
Q3 2024 Nov 04, 2024	SELL	$57.8 - $60.8 $84,850 - $89,254	-1,468 Reduced 3.99%	35,325 $2.13 Million
Q2 2024 Aug 09, 2024	BUY	$57.14 - $58.53 $294,328 - $301,488	5,151 Added 16.28%	36,793 $2.14 Million
Q1 2024 Apr 15, 2024	BUY	$58.07 - $59.52 $775,002 - $794,353	13,346 Added 72.94%	31,642 $1.85 Million
Q4 2023 Feb 08, 2024	BUY	$56.15 - $59.51 $177,546 - $188,170	3,162 Added 20.89%	18,296 $1.09 Million
Q3 2023 Oct 12, 2023	BUY	$56.93 - $59.05 $861,578 - $893,662	15,134 New	15,134 $864,000
Q1 2020 Apr 29, 2020	SELL	$66.04 - $70.55 $198 - $211	-3 Closed	0 $0
Q3 2019 Oct 17, 2019	SELL	$65.91 - $66.78 $65,316 - $66,178	-991 Reduced 99.7%	3 $0
Q1 2019 May 13, 2019	SELL	N/A	-644 Reduced 39.32%	994 $64,000
Q4 2018 Feb 14, 2019	SELL	N/A	-208 Reduced 11.27%	1,638 $104,000
Q3 2018 Nov 14, 2018	SELL	N/A	-250 Reduced 11.93%	1,846 $115,000
Q1 2018 May 15, 2018	SELL	N/A	-249 Reduced 10.62%	2,096 $132,000
Q4 2017 Feb 14, 2018	SELL	N/A	-114 Reduced 4.64%	2,345 $150,000
Q3 2017 Nov 14, 2017	SELL	N/A	-1,046 Reduced 29.84%	2,459 $159,000
Q2 2017 Aug 22, 2017	SELL	N/A	-1,996 Reduced 36.28%	3,505 $227,000
Q1 2016 Sep 20, 2017	BUY	N/A	5,501	5,501 $365,000

Others Institutions Holding VGIT

# of Institutions

794

Shares Held

391M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Account

Wealthcare Capital Management LLC Vanguard Intermediate Term Tre Transaction History