Balance Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Balance Wealth, LLC holds 69,419 shares of VGIT stock, worth $4.17 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
69,419
Previous 120,504 42.39%
Holding current value
$4.17 Million
Previous $7.23 Billion 42.49%
% of portfolio
1.34%
Previous 1.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$59.84 - $60.54 $3.06 Million - $3.09 Million
-51,085 Reduced 42.39%
69,419 $4.16 Billion
Q3 2025

Oct 20, 2025
BUY
$58.97 - $60.36 $7.11 Million - $7.27 Million
120,504 New
120,504 $7.23 Billion

Others Institutions Holding VGIT

# of Institutions
932
Shares Held
433M
Call Options Held
4K
Put Options Held
5.4K
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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