Stonebridge Financial Planning Group, LLC Vanguard Intermediate Term Tre Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 8,229 shares of VGIT stock, worth $487,074. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,229
Previous 11,800 30.26%
Holding current value
$487,074
Previous $712,000 33.01%
% of portfolio
0.22%
Previous 0.35%

Shares

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

Feb 18, 2025
SELL
$57.78 - $60.4 $206,332 - $215,688
-3,571 Reduced 30.26%
8,229 $477,000
Q3 2024

Nov 08, 2024
BUY
$57.8 - $60.8 $48,263 - $50,768
835 Added 7.62%
11,800 $712,000
Q2 2024

Aug 07, 2024
BUY
$57.14 - $58.53 $333,411 - $341,522
5,835 Added 113.74%
10,965 $638,000
Q1 2024

May 13, 2024
BUY
$58.07 - $59.52 $297,899 - $305,337
5,130 New
5,130 $300,000

Others Institutions Holding VGIT

# of Institutions
856
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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