New Edge Wealth, LLC Vanguard Intermediate Term Tre Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, New Edge Wealth, LLC holds 86,581 shares of VGIT stock, worth $5.01 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

86,581

Previous 237,631 63.56%

Holding current value

$5.01 Million

Previous $14.4 Million 65.03%

% of portfolio

0.09%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$57.78 - $60.4 $8.73 Million - $9.12 Million	-151,050 Reduced 63.56%	86,581 $5.02 Million
Q3 2024 Nov 12, 2024	BUY	$57.8 - $60.8 $920,465 - $968,240	15,925 Added 7.18%	237,631 $14.4 Million
Q2 2024 Aug 01, 2024	BUY	$57.14 - $58.53 $81,367 - $83,346	1,424 Added 0.65%	221,706 $12.9 Million
Q1 2024 May 06, 2024	BUY	$58.07 - $59.52 $7.48 Million - $7.67 Million	128,878 Added 141.0%	220,282 $12.9 Million
Q4 2023 Jan 29, 2024	SELL	$56.15 - $59.51 $13.5 Million - $14.4 Million	-241,141 Reduced 72.51%	91,404 $5.42 Million
Q3 2023 Nov 08, 2023	BUY	$56.93 - $59.05 $2.57 Million - $2.67 Million	45,145 Added 15.71%	332,545 $19 Million
Q2 2023 Aug 09, 2023	BUY	$58.61 - $60.65 $640,431 - $662,722	10,927 Added 3.95%	287,400 $16.9 Million
Q1 2023 May 08, 2023	BUY	$57.72 - $60.39 $2.18 Million - $2.28 Million	37,715 Added 15.8%	276,473 $16.6 Million
Q4 2022 Feb 14, 2023	BUY	$57.14 - $59.67 $245,187 - $256,043	4,291 Added 1.83%	238,758 $14 Million
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $3.67 Million - $3.96 Million	63,590 Added 37.21%	234,467 $13.7 Million
Q2 2022 Aug 09, 2022	BUY	$59.34 - $62.5 $1.2 Million - $1.27 Million	20,241 Added 13.44%	170,877 $10.5 Million
Q1 2022 May 10, 2022	BUY	$62.43 - $66.15 $1.54 Million - $1.63 Million	24,680 Added 19.59%	150,636 $9.48 Million
Q4 2021 Jan 31, 2022	SELL	$66.4 - $67.68 $1.67 Million - $1.7 Million	-25,099 Reduced 16.62%	125,956 $8.37 Million
Q3 2021 Nov 12, 2021	BUY	$67.44 - $68.68 $643,782 - $655,619	9,546 Added 6.75%	151,055 $10.2 Million
Q2 2021 Aug 11, 2021	BUY	$67.21 - $68.13 $3.35 Million - $3.39 Million	49,792 Added 54.29%	141,509 $9.6 Million
Q1 2021 May 13, 2021	BUY	$67.23 - $69.45 $3.26 Million - $3.37 Million	48,557 Added 112.5%	91,717 $6.17 Million
Q4 2020 May 13, 2021	BUY	$69.32 - $70.41 $2.99 Million - $3.04 Million	43,160 New	43,160 $3 Million

Others Institutions Holding VGIT

# of Institutions

830

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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New Edge Wealth, LLC Vanguard Intermediate Term Tre Transaction History