A detailed history of Transform Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 58,328 shares of VGIT stock, worth $3.41 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
58,328
Holding current value
$3.41 Million
% of portfolio
0.19%

Shares

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

Jan 16, 2025

BUY
$57.78 - $60.4 $3.37 Million - $3.52 Million
58,328 New
58,328 $3.38 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.