Websterrogers Financial Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Websterrogers Financial Advisors, LLC

$309 Million
Q2 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 136,330 shares of VGIT stock, worth $8.09 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

136,330

Previous 132,328 3.02%

Holding current value

$8.09 Million

Previous $7.85 Million 3.9%

% of portfolio

2.64%

Previous 2.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

903

Shares Held

408M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Websterrogers Financial Advisors, LLC Vanguard Intermediate Term Tre Transaction History