Kaufman Rossin Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Kaufman Rossin Wealth, LLC

  • $183 Billion
  • Q3 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 70,762 shares of VGIT stock, worth $4.25 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
70,762
Previous 61,202 15.62%
Holding current value
$4.25 Million
Previous $3.66 Billion 16.05%
% of portfolio
2.33%
Previous 2.32%

Shares

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

Oct 14, 2025
BUY
$58.97 - $60.36 $563,753 - $577,041
9,560 Added 15.62%
70,762 $4.25 Billion
Q2 2025

Jul 11, 2025
BUY
$58.63 - $59.9 $490,850 - $501,482
8,372 Added 15.85%
61,202 $3.66 Billion
Q1 2025

May 14, 2025
SELL
$57.44 - $59.4 $108,733 - $112,444
-1,893 Reduced 3.46%
52,830 $3.14 Billion
Q4 2024

Jan 23, 2025
BUY
$57.78 - $60.4 $3.16 Million - $3.31 Million
54,723 New
54,723 $3.17 Billion

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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