Lifeworks Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,983 shares of VGIT stock, worth $584,304. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,983
Previous 6,643 50.28%
Holding current value
$584,304
Previous $401,000 44.39%
% of portfolio
0.11%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$57.78 - $60.4 $192,985 - $201,736
3,340 Added 50.28%
9,983 $579,000
Q3 2024

Nov 06, 2024
BUY
$57.8 - $60.8 $383,965 - $403,894
6,643 New
6,643 $401,000

Others Institutions Holding VGIT

# of Institutions
852
Shares Held
404M
Call Options Held
19.7K
Put Options Held
8.6K
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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