Exencial Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,539 shares of VGIT stock, worth $332,340. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,539
Previous 5,514 0.45%
Holding current value
$332,340
Previous $329,000 0.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$58.97 - $60.36 $1,474 - $1,509
25 Added 0.45%
5,539 $332,000
Q2 2025

Jul 30, 2025
SELL
$58.63 - $59.9 $263,952 - $269,669
-4,502 Reduced 44.95%
5,514 $329,000
Q1 2025

May 09, 2025
BUY
$57.44 - $59.4 $223,958 - $231,600
3,899 Added 63.74%
10,016 $594,000
Q4 2024

Feb 06, 2025
SELL
$57.78 - $60.4 $35,130 - $36,723
-608 Reduced 9.04%
6,117 $354,000
Q3 2024

Oct 31, 2024
BUY
$57.8 - $60.8 $4,797 - $5,046
83 Added 1.25%
6,725 $406,000
Q2 2024

Aug 12, 2024
BUY
$57.14 - $58.53 $6,113 - $6,262
107 Added 1.64%
6,642 $386,000
Q1 2024

May 10, 2024
BUY
$58.07 - $59.52 $5,981 - $6,130
103 Added 1.6%
6,535 $382,000
Q4 2023

Feb 13, 2024
BUY
$56.15 - $59.51 $46,660 - $49,452
831 Added 14.84%
6,432 $381,000
Q3 2023

Nov 08, 2023
BUY
$56.93 - $59.05 $4,952 - $5,137
87 Added 1.58%
5,601 $320,000
Q4 2022

Feb 14, 2023
SELL
$57.14 - $59.67 $7,599 - $7,936
-133 Reduced 2.36%
5,514 $322,000
Q3 2022

Nov 08, 2022
BUY
$57.73 - $62.32 $7,678 - $8,288
133 Added 2.41%
5,647 $329,000
Q2 2022

Aug 11, 2022
BUY
$59.34 - $62.5 $126,334 - $133,062
2,129 Added 62.9%
5,514 $337,000
Q4 2021

Feb 10, 2022
BUY
$66.4 - $67.68 $224,764 - $229,096
3,385 New
3,385 $225,000
Q3 2021

Nov 04, 2021
SELL
$67.44 - $68.68 $228,284 - $232,481
-3,385 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$66.04 - $70.55 $223,545 - $238,811
3,385 New
3,385 $239,000

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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