Wj Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Wj Wealth Management, LLC

$249 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-41,754 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-1,533 Reduced 3.54%	41,754 $2.78 Million
Q3 2021 Oct 15, 2021	SELL	N/A	-42,637 Reduced 49.62%	43,287 $2.93 Million
Q3 2021 Oct 13, 2021	BUY	N/A	40,782 Added 90.34%	85,924 $2.93 Million
Q2 2021 Aug 04, 2021	SELL	N/A	-2,480 Reduced 5.21%	45,142 $3.06 Million

Q1 2021 Apr 28, 2021	SELL	N/A	-4,966 Reduced 9.44%	47,622 $3.2 Million
Q4 2020 Jan 20, 2021	SELL	N/A	-3,906 Reduced 6.91%	52,588 $3.65 Million
Q3 2020 Oct 14, 2020	SELL	N/A	-196,556 Reduced 77.67%	56,494 $3.98 Million
Q2 2020 Aug 03, 2020	BUY	N/A	168,696 Added 199.99%	253,050 $17.9 Million
Q1 2020 Apr 21, 2020	SELL	N/A	-1,474 Reduced 1.72%	84,354 $5.95 Million
Q4 2019 Jan 31, 2020	BUY	N/A	85,828 New	85,828 $5.66 Million

Others Institutions Holding VGIT

# of Institutions

694

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

Jpmorgan Chase & CO New York, NY

69.1M
Shares

$4 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

48.6M
Shares

$2.82 Billion
0.27% of portfolio
Morgan Stanley New York, NY

18M
Shares

$1.04 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.3M
Shares

$827 Million
3.13% of portfolio
Personal Capital Advisors Corp

11.1M
Shares

$641 Million
3.14% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

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