Wade Financial Advisory, Inc Vanguard Intermediate Term Tre Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 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 280,832 shares of VGIT stock, worth $16.4 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares

280,832

Previous 255,807 9.78%

Holding current value

$16.4 Million

Previous $15.5 Million 5.39%

% of portfolio

5.53%

Previous 5.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.78 - $60.4 $1.45 Million - $1.51 Million	25,025 Added 9.78%	280,832 $16.3 Million
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

852

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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Wade Financial Advisory, Inc Vanguard Intermediate Term Tre Transaction History