Sky Oak Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 15,751 shares of VGIT stock, worth $928,048. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,751

Previous 12,865 22.43%

Holding current value

$928,048

Previous $777,000 17.5%

% of portfolio

0.2%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$57.78 - $60.4 $166,753 - $174,314	2,886 Added 22.43%	15,751 $913,000
Q3 2024 Nov 04, 2024	BUY	$57.8 - $60.8 $54,967 - $57,820	951 Added 7.98%	12,865 $777,000
Q2 2024 Aug 12, 2024	BUY	$57.14 - $58.53 $1,942 - $1,990	34 Added 0.29%	11,914 $693,000
Q1 2024 Apr 29, 2024	SELL	$58.07 - $59.52 $12,368 - $12,677	-213 Reduced 1.76%	11,880 $695,000
Q4 2023 Jan 12, 2024	SELL	$56.15 - $59.51 $4.59 Million - $4.87 Million	-81,822 Reduced 87.12%	12,093 $717,000
Q3 2023 Oct 24, 2023	BUY	$56.93 - $59.05 $491,135 - $509,424	8,627 Added 10.12%	93,915 $5.37 Million
Q2 2023 Jul 20, 2023	BUY	$58.61 - $60.65 $4.79 Million - $4.95 Million	81,671 Added 2257.98%	85,288 $5 Million
Q4 2022 Jan 26, 2023	BUY	$57.14 - $59.67 $206,675 - $215,826	3,617 New	3,617 $0
Q2 2022 Jul 26, 2022	SELL	$59.34 - $62.5 $194,397 - $204,750	-3,276 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$62.43 - $66.15 $311,650 - $330,220	-4,992 Reduced 60.38%	3,276 $206,000
Q4 2021 Jan 24, 2022	SELL	$66.4 - $67.68 $13,147 - $13,400	-198 Reduced 2.34%	8,268 $550,000
Q3 2021 Oct 21, 2021	SELL	$67.44 - $68.68 $30,280 - $30,837	-449 Reduced 5.04%	8,466 $572,000
Q2 2021 Jul 19, 2021	SELL	$67.21 - $68.13 $7,729 - $7,834	-115 Reduced 1.27%	8,915 $605,000
Q1 2021 Apr 29, 2021	SELL	$67.23 - $69.45 $40,741 - $42,086	-606 Reduced 6.29%	9,030 $611,000
Q4 2020 Feb 02, 2021	BUY	$69.32 - $70.41 $3,673 - $3,731	53 Added 0.55%	9,636 $669,000
Q3 2020 Nov 03, 2020	BUY	$70.34 - $70.85 $263,845 - $265,758	3,751 Added 64.32%	9,583 $675,000
Q2 2020 Aug 10, 2020	SELL	$69.86 - $70.63 $220,408 - $222,837	-3,155 Reduced 35.11%	5,832 $412,000
Q1 2020 May 04, 2020	BUY	$66.04 - $70.55 $593,501 - $634,032	8,987 New	8,987 $634,000

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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Sky Oak Wealth, LLC Vanguard Intermediate Term Tre Transaction History