Wj Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$62.43 - $66.15 $2.61 Million - $2.76 Million	-41,754 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$66.4 - $67.68 $101,791 - $103,753	-1,533 Reduced 3.54%	41,754 $2.78 Million
Q3 2021 Oct 15, 2021	SELL	$67.44 - $68.68 $2.88 Million - $2.93 Million	-42,637 Reduced 49.62%	43,287 $2.93 Million
Q3 2021 Oct 13, 2021	BUY	$67.44 - $68.68 $2.75 Million - $2.8 Million	40,782 Added 90.34%	85,924 $2.93 Million
Q2 2021 Aug 04, 2021	SELL	$67.21 - $68.13 $166,680 - $168,962	-2,480 Reduced 5.21%	45,142 $3.06 Million
Q1 2021 Apr 28, 2021	SELL	$67.23 - $69.45 $333,864 - $344,888	-4,966 Reduced 9.44%	47,622 $3.2 Million
Q4 2020 Jan 20, 2021	SELL	$69.32 - $70.41 $270,763 - $275,021	-3,906 Reduced 6.91%	52,588 $3.65 Million
Q3 2020 Oct 14, 2020	SELL	$70.34 - $70.85 $13.8 Million - $13.9 Million	-196,556 Reduced 77.67%	56,494 $3.98 Million
Q2 2020 Aug 03, 2020	BUY	$69.86 - $70.63 $11.8 Million - $11.9 Million	168,696 Added 199.99%	253,050 $17.9 Million
Q1 2020 Apr 21, 2020	SELL	$66.04 - $70.55 $97,342 - $103,990	-1,474 Reduced 1.72%	84,354 $5.95 Million
Q4 2019 Jan 31, 2020	BUY	$65.75 - $67.26 $5.64 Million - $5.77 Million	85,828 New	85,828 $5.66 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.18 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.97 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$920 Million
3.23% of portfolio

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