Connecticut Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 9,867 shares of VGIT stock, worth $592,020. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,867
Previous 12,758 22.66%
Holding current value
$592,020
Previous $763,000 22.41%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$58.97 - $60.36 $170,482 - $174,500
-2,891 Reduced 22.66%
9,867 $592,000
Q2 2025

Aug 14, 2025
SELL
$58.63 - $59.9 $359,753 - $367,546
-6,136 Reduced 32.48%
12,758 $763,000
Q1 2025

May 15, 2025
BUY
$57.44 - $59.4 $1.09 Million - $1.12 Million
18,894 New
18,894 $1.12 Million
Q3 2024

Nov 13, 2024
SELL
$57.8 - $60.8 $735,389 - $773,558
-12,723 Reduced 15.18%
71,068 $4.29 Million
Q2 2024

Aug 13, 2024
SELL
$57.14 - $58.53 $394,208 - $403,798
-6,899 Reduced 7.61%
83,791 $4.88 Million
Q1 2024

May 01, 2024
SELL
$58.07 - $59.52 $392,088 - $401,879
-6,752 Reduced 6.93%
90,690 $5.31 Million
Q4 2023

Feb 06, 2024
BUY
$56.15 - $59.51 $3.08 Million - $3.27 Million
54,895 Added 129.02%
97,442 $5.78 Million
Q3 2023

Oct 19, 2023
BUY
$56.93 - $59.05 $279,241 - $289,640
4,905 Added 13.03%
42,547 $2.43 Million
Q2 2023

Jul 25, 2023
SELL
$58.61 - $60.65 $48,470 - $50,157
-827 Reduced 2.15%
37,642 $2.21 Million
Q1 2023

Apr 18, 2023
BUY
$57.72 - $60.39 $2.22 Million - $2.32 Million
38,469 New
38,469 $2.31 Million

Others Institutions Holding VGIT

# of Institutions
914
Shares Held
427M
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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