Wfa Of San Diego, LLC Vanguard Intermediate Term Tre Transaction History

Wfa Of San Diego, LLC

$132 Million
Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 5,333 shares of VGIT stock, worth $319,873. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,333

Previous 6,170 13.57%

Holding current value

$319,873

Previous $372,000 14.52%

% of portfolio

0.24%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$58.63 - $59.9 $49,073 - $50,136	-837 Reduced 13.57%	5,333 $318,000
Q3 2024 Nov 13, 2024	SELL	$57.8 - $60.8 $9,826 - $10,336	-170 Reduced 2.68%	6,170 $372,000
Q2 2024 Aug 14, 2024	BUY	$57.14 - $58.53 $16,284 - $16,681	285 Added 4.71%	6,340 $369,000
Q3 2023 Nov 02, 2023	SELL	$56.93 - $59.05 $12,353 - $12,813	-217 Reduced 3.46%	6,055 $346,000
Q2 2023 Aug 10, 2023	SELL	$58.61 - $60.65 $78,185 - $80,907	-1,334 Reduced 17.54%	6,272 $367,000
Q1 2023 Apr 17, 2023	SELL	$57.72 - $60.39 $56,450 - $59,061	-978 Reduced 11.39%	7,606 $456,000
Q3 2022 Oct 18, 2022	SELL	$57.73 - $62.32 $6,869 - $7,416	-119 Reduced 1.37%	8,584 $501,000
Q1 2022 Apr 25, 2022	SELL	$62.43 - $66.15 $19,228 - $20,374	-308 Reduced 3.42%	8,703 $548,000
Q4 2021 Feb 07, 2022	SELL	$66.4 - $67.68 $37,848 - $38,577	-570 Reduced 5.95%	9,011 $599,000
Q3 2021 Oct 25, 2021	SELL	$67.44 - $68.68 $11,464 - $11,675	-170 Reduced 1.74%	9,581 $647,000
Q2 2021 Aug 11, 2021	SELL	$67.21 - $68.13 $28,698 - $29,091	-427 Reduced 4.2%	9,751 $661,000
Q1 2021 May 14, 2021	SELL	$67.23 - $69.45 $68,372 - $70,630	-1,017 Reduced 9.08%	10,178 $684,000
Q4 2020 Feb 11, 2021	SELL	$69.32 - $70.41 $54,762 - $55,623	-790 Reduced 6.59%	11,195 $69,000
Q3 2020 Nov 06, 2020	BUY	$70.34 - $70.85 $168,393 - $169,614	2,394 Added 24.96%	11,985 $844,000
Q2 2020 Aug 27, 2020	BUY	$69.86 - $70.63 $670,027 - $677,412	9,591 New	9,591 $677,000

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

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About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Wfa Of San Diego, LLC Vanguard Intermediate Term Tre Transaction History