Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Partners, LLC holds 271,186 shares of VGIT stock, worth $16.3 Million. This represents 5.86% of its overall portfolio holdings.

Number of Shares
271,186
Previous 256,694 5.65%
Holding current value
$16.3 Million
Previous $15.4 Billion 5.47%
% of portfolio
5.86%
Previous 5.78%

Shares

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

Jan 13, 2026
BUY
$59.84 - $60.54 $867,201 - $877,345
14,492 Added 5.65%
271,186 $16.3 Billion
Q3 2025

Nov 12, 2025
BUY
$58.97 - $60.36 $767,081 - $785,162
13,008 Added 5.34%
256,694 $15.4 Billion
Q2 2025

Jul 14, 2025
BUY
$58.63 - $59.9 $399,387 - $408,038
6,812 Added 2.88%
243,686 $14.6 Billion
Q1 2025

Apr 16, 2025
BUY
$57.44 - $59.4 $1.12 Million - $1.16 Million
19,467 Added 8.95%
236,874 $14.1 Billion
Q4 2024

Jan 14, 2025
BUY
$57.78 - $60.4 $2.14 Million - $2.23 Million
36,974 Added 20.49%
217,407 $12.6 Billion
Q3 2024

Oct 09, 2024
SELL
$57.8 - $60.8 $66,123 - $69,555
-1,144 Reduced 0.63%
180,433 $10.9 Billion
Q2 2024

Jul 10, 2024
BUY
$57.14 - $58.53 $1.38 Million - $1.41 Million
24,087 Added 15.29%
181,577 $10.6 Billion
Q1 2024

Apr 16, 2024
BUY
$58.07 - $59.52 $3.64 Million - $3.73 Million
62,741 Added 66.22%
157,490 $9.22 Billion
Q4 2023

Mar 20, 2024
BUY
$56.15 - $59.51 $5.32 Million - $5.64 Million
94,749 New
94,749 $5.62 Billion

Others Institutions Holding VGIT

# of Institutions
943
Shares Held
434M
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
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email