Wells Financial Advisors Inc Vanguard Intermediate Term Tre Transaction History

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

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 29,628 shares of VGIT stock, worth $1.75 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
29,628
Previous 29,871 0.81%
Holding current value
$1.75 Million
Previous $1.73 Million 1.56%
% of portfolio
2.48%
Previous 2.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$57.44 - $59.4 $13,957 - $14,434
-243 Reduced 0.81%
29,628 $1.76 Million
Q4 2024

Feb 11, 2025
BUY
$57.78 - $60.4 $245,969 - $257,122
4,257 Added 16.62%
29,871 $1.73 Million
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
877
Shares Held
398M
Call Options Held
8.8K
Put Options Held
13.9K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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