Websterrogers Financial Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Websterrogers Financial Advisors, LLC

$327 Million
Q3 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 150,083 shares of VGIT stock, worth $9 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

150,083

Previous 136,330 10.09%

Holding current value

$9 Million

Previous $8.15 Million 10.5%

% of portfolio

2.76%

Previous 2.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$58.97 - $60.36 $811,014 - $830,131	13,753 Added 10.09%	150,083 $9.01 Million
Q2 2025 Jul 10, 2025	BUY	$58.63 - $59.9 $234,637 - $239,719	4,002 Added 3.02%	136,330 $8.15 Million
Q1 2025 Apr 09, 2025	BUY	$57.44 - $59.4 $2.57 Million - $2.66 Million	44,797 Added 51.18%	132,328 $7.85 Million
Q4 2024 Jan 14, 2025	BUY	$57.78 - $60.4 $146,414 - $153,053	2,534 Added 2.98%	87,531 $5.08 Million
Q3 2024 Oct 15, 2024	SELL	$57.8 - $60.8 $457,718 - $481,475	-7,919 Reduced 8.52%	84,997 $5.14 Million

Q2 2024 Jul 12, 2024	BUY	$57.14 - $58.53 $134,164 - $137,428	2,348 Added 2.59%	92,916 $5.41 Million
Q1 2024 May 14, 2024	BUY	$58.07 - $59.52 $5.26 Million - $5.39 Million	90,568 New	90,568 $5.3 Million

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
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Websterrogers Financial Advisors, LLC Vanguard Intermediate Term Tre Transaction History