Midland Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History

Midland Wealth Advisors LLC

$1.66 Trillion
Q4 2024

A detailed history of Midland Wealth Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 2,501,251 shares of VGIT stock, worth $146 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

2,501,251

Previous 2,556,294 2.15%

Holding current value

$146 Million

Previous $154 Billion 6.07%

% of portfolio

8.73%

Previous 9.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$57.78 - $60.4 $3.18 Million - $3.32 Million	-55,043 Reduced 2.15%	2,501,251 $145 Billion
Q3 2024 Oct 23, 2024	SELL	$57.8 - $60.8 $67.3 Million - $70.8 Million	-1,163,902 Reduced 31.29%	2,556,294 $154 Billion
Q2 2024 Aug 01, 2024	BUY	$57.14 - $58.53 $5.34 Million - $5.47 Million	93,391 Added 2.58%	3,720,196 $217 Billion
Q1 2024 May 13, 2024	BUY	$58.07 - $59.52 $14 Million - $14.3 Million	240,275 Added 7.1%	3,626,805 $212 Billion
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $190 Million - $202 Million	3,386,530 New	3,386,530 $201 Billion

Others Institutions Holding VGIT

# of Institutions

850

Shares Held

402M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Account

Midland Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History