Whelan Financial Vanguard Intermediate Term Tre Transaction History

Whelan Financial

  • $224 Million
  • Q2 2024

A detailed history of Whelan Financial transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Whelan Financial holds 242,572 shares of VGIT stock, worth $14.7 Million. This represents 6.31% of its overall portfolio holdings.

Number of Shares
242,572
Previous 237,049 2.33%
Holding current value
$14.7 Million
Previous $13.9 Million 1.77%
% of portfolio
6.31%
Previous 6.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$57.14 - $58.53 $315,584 - $323,261
5,523 Added 2.33%
242,572 $14.1 Million
Q1 2024

Apr 19, 2024
SELL
$58.07 - $59.52 $1.41 Million - $1.45 Million
-24,280 Reduced 9.29%
237,049 $13.9 Million
Q4 2023

Jan 18, 2024
BUY
$56.15 - $59.51 $407,199 - $431,566
7,252 Added 2.85%
261,329 $15.5 Million
Q3 2023

Oct 20, 2023
BUY
$56.93 - $59.05 $530,075 - $549,814
9,311 Added 3.8%
254,077 $14.5 Million
Q2 2023

Jul 18, 2023
BUY
$58.61 - $60.65 $454,579 - $470,401
7,756 Added 3.27%
244,766 $14.4 Million
Q1 2023

May 22, 2023
BUY
$57.72 - $60.39 $660,143 - $690,680
11,437 Added 5.07%
237,010 $14.2 Million
Q4 2022

Jan 17, 2023
SELL
$57.14 - $59.67 $133,307 - $139,210
-2,333 Reduced 1.02%
225,573 $0
Q3 2022

Oct 18, 2022
BUY
$57.73 - $62.32 $189,700 - $204,783
3,286 Added 1.46%
227,906 $13.3 Million
Q2 2022

Jul 18, 2022
SELL
$59.34 - $62.5 $314,205 - $330,937
-5,295 Reduced 2.3%
224,620 $13.7 Million
Q1 2022

Apr 19, 2022
SELL
$62.43 - $66.15 $47,696 - $50,538
-764 Reduced 0.33%
229,915 $14.5 Million
Q4 2021

Jan 19, 2022
BUY
$66.4 - $67.68 $4.38 Million - $4.47 Million
66,025 Added 40.1%
230,679 $15.3 Million
Q3 2021

Nov 29, 2021
BUY
$67.44 - $68.68 $11.1 Million - $11.3 Million
164,654 New
164,654 $11.1 Million

Others Institutions Holding VGIT

# of Institutions
717
Shares Held
368M
Call Options Held
25.2K
Put Options Held
14.3K
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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