Forza Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Forza Wealth Management, LLC

$261 Billion
Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,414 shares of VGIT stock, worth $1.16 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

19,414

Previous 27,031 28.18%

Holding current value

$1.16 Million

Previous $1.62 Billion 27.91%

% of portfolio

0.45%

Previous 0.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$58.97 - $60.36 $449,174 - $459,762	-7,617 Reduced 28.18%	19,414 $1.17 Billion
Q2 2025 Jul 18, 2025	BUY	$58.63 - $59.9 $558,802 - $570,906	9,531 Added 54.46%	27,031 $1.62 Billion
Q4 2024 Jan 13, 2025	SELL	$57.78 - $60.4 $25,018 - $26,153	-433 Reduced 2.41%	17,500 $1.02 Billion
Q4 2023 Jan 24, 2024	SELL	$56.15 - $59.51 $2.62 Million - $2.78 Million	-46,691 Reduced 72.25%	17,933 $1.06 Billion
Q4 2022 Feb 06, 2023	BUY	$57.14 - $59.67 $3.69 Million - $3.86 Million	64,624 New	64,624 $3.78 Billion

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Account

Forza Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History