Wade Financial Advisory, Inc Vanguard Intermediate Term Tre Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 255,807 shares of VGIT stock, worth $14.7 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

255,807

Previous 243,488 5.06%

Holding current value

$14.7 Million

Previous $14.2 Million 9.01%

% of portfolio

5.21%

Previous 5.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$57.8 - $60.8 $712,038 - $748,995	12,319 Added 5.06%	255,807 $15.5 Million
Q2 2024 Jul 25, 2024	BUY	$57.14 - $58.53 $916,239 - $938,528	16,035 Added 7.05%	243,488 $14.2 Million
Q1 2024 May 13, 2024	BUY	$58.07 - $59.52 $2.06 Million - $2.11 Million	35,430 Added 18.45%	227,453 $13.3 Million
Q4 2023 Feb 09, 2024	BUY	$56.15 - $59.51 $10.8 Million - $11.4 Million	192,023 New	192,023 $11.4 Million
Q2 2023 Aug 09, 2023	BUY	$58.61 - $60.65 $1.4 Million - $1.44 Million	23,815 Added 21.79%	133,130 $7.81 Million
Q1 2023 Apr 07, 2023	BUY	$57.72 - $60.39 $6.31 Million - $6.6 Million	109,315 New	109,315 $6.55 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Wade Financial Advisory, Inc Vanguard Intermediate Term Tre Transaction History