Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 138,377 shares of VGIT stock, worth $8.3 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
138,377
Previous 105,990 30.56%
Holding current value
$8.3 Million
Previous $6.34 Million 31.03%
% of portfolio
5.59%
Previous 4.6%

Shares

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

Oct 29, 2025
BUY
$58.97 - $60.36 $1.91 Million - $1.95 Million
32,387 Added 30.56%
138,377 $8.31 Million
Q2 2025

Aug 13, 2025
BUY
$58.63 - $59.9 $2.37 Million - $2.42 Million
40,366 Added 61.51%
105,990 $6.34 Million
Q1 2025

May 12, 2025
BUY
$57.44 - $59.4 $4,422 - $4,573
77 Added 0.12%
65,624 $3.9 Million
Q4 2024

Feb 13, 2025
SELL
$57.78 - $60.4 $3.31 Million - $3.47 Million
-57,369 Reduced 46.67%
65,547 $3.8 Million
Q3 2024

Nov 13, 2024
BUY
$57.8 - $60.8 $270,446 - $284,483
4,679 Added 3.96%
122,916 $7.43 Million
Q2 2024

Aug 15, 2024
SELL
$57.14 - $58.53 $128,279 - $131,399
-2,245 Reduced 1.86%
118,237 $6.89 Million
Q1 2024

May 15, 2024
BUY
$58.07 - $59.52 $209,342 - $214,569
3,605 Added 3.08%
120,482 $7.05 Million
Q4 2023

Feb 13, 2024
BUY
$56.15 - $59.51 $6.56 Million - $6.96 Million
116,877 New
116,877 $6.93 Billion

Others Institutions Holding VGIT

# of Institutions
915
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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