Wells Financial Advisors Inc Vanguard Intermediate Term Tre Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wells Financial Advisors Inc holds 25,614 shares of VGIT stock, worth $1.48 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

25,614

Previous 112,068 77.14%

Holding current value

$1.48 Million

Previous $6.53 Million 76.29%

% of portfolio

2.12%

Previous 4.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$57.8 - $60.8 $5 Million - $5.26 Million	-86,454 Reduced 77.14%	25,614 $1.55 Million
Q2 2024 Aug 09, 2024	SELL	$57.14 - $58.53 $616,826 - $631,831	-10,795 Reduced 8.79%	112,068 $6.53 Million
Q1 2024 May 13, 2024	BUY	$58.07 - $59.52 $153,362 - $157,192	2,641 Added 2.2%	122,863 $7.19 Million
Q4 2023 Feb 12, 2024	SELL	$56.15 - $59.51 $790,030 - $837,305	-14,070 Reduced 10.48%	120,222 $7.13 Million
Q3 2023 Oct 10, 2023	BUY	$56.93 - $59.05 $15,598 - $16,179	274 Added 0.2%	134,292 $7.67 Million
Q2 2023 Aug 07, 2023	BUY	$58.61 - $60.65 $1.89 Million - $1.96 Million	32,261 Added 31.7%	134,018 $7.86 Million
Q1 2023 May 03, 2023	BUY	$57.72 - $60.39 $4,213 - $4,408	73 Added 0.07%	101,757 $6.1 Million
Q4 2022 Feb 03, 2023	BUY	$57.14 - $59.67 $5.67 Million - $5.93 Million	99,304 Added 4172.44%	101,684 $5.95 Million
Q3 2022 Nov 09, 2022	BUY	$57.73 - $62.32 $137,397 - $148,321	2,380 New	2,380 $139,000

Others Institutions Holding VGIT

# of Institutions

761

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Wells Financial Advisors Inc Vanguard Intermediate Term Tre Transaction History