Roth Financial Partners LLC Vanguard Intermediate Term Tre Transaction History

Roth Financial Partners LLC

$251 Million
Q4 2024

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 232,538 shares of VGIT stock, worth $13.7 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares

232,538

Previous 211,577 9.91%

Holding current value

$13.7 Million

Previous $12.8 Million 5.51%

% of portfolio

5.36%

Previous 5.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

857

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Roth Financial Partners LLC Vanguard Intermediate Term Tre Transaction History