Roth Financial Partners LLC Vanguard Intermediate Term Tre Transaction History

Roth Financial Partners LLC

  • $297 Million
  • Q4 2025

A detailed history of Roth Financial Partners LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Roth Financial Partners LLC holds 290,720 shares of VGIT stock, worth $17.4 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares
290,720
Previous 286,078 1.62%
Holding current value
$17.4 Million
Previous $17.2 Million 1.57%
% of portfolio
5.88%
Previous 5.82%

Shares

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

Jan 29, 2026
BUY
$59.84 - $60.54 $277,777 - $281,026
4,642 Added 1.62%
290,720 $17.4 Million
Q3 2025

Oct 20, 2025
BUY
$58.97 - $60.36 $627,440 - $642,230
10,640 Added 3.86%
286,078 $17.2 Million
Q2 2025

Jul 09, 2025
BUY
$58.63 - $59.9 $1.29 Million - $1.32 Million
21,975 Added 8.67%
275,438 $16.5 Million
Q1 2025

Apr 18, 2025
BUY
$57.44 - $59.4 $1.2 Million - $1.24 Million
20,925 Added 9.0%
253,463 $15 Million
Q4 2024

Jan 14, 2025
BUY
$57.78 - $60.4 $1.21 Million - $1.27 Million
20,961 Added 9.91%
232,538 $13.5 Million
Q3 2024

Jan 14, 2025
SELL
$57.8 - $60.8 $820,413 - $862,995
-14,194 Reduced 6.1%
218,344 $13.2 Million
Q2 2024

Jul 03, 2024
BUY
$57.14 - $58.53 $2.2 Million - $2.26 Million
38,546 Added 22.28%
211,577 $12.3 Million
Q1 2024

Apr 12, 2024
BUY
$58.07 - $59.52 $975,634 - $999,995
16,801 Added 10.75%
173,031 $10.1 Million
Q4 2023

Jan 31, 2024
BUY
$56.15 - $59.51 $3.44 Million - $3.65 Million
61,272 Added 64.53%
156,230 $9.27 Million
Q3 2023

Oct 10, 2023
BUY
$56.93 - $59.05 $5.41 Million - $5.61 Million
94,958 New
94,958 $5.43 Million

Others Institutions Holding VGIT

# of Institutions
945
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
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