Wetherby Asset Management Inc Vanguard Intermediate Term Tre Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,874 shares of VGIT stock, worth $226,745. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,874

Previous 3,896 0.56%

Holding current value

$226,745

Previous $235,000 4.68%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.78 - $60.4 $1,271 - $1,328	-22 Reduced 0.56%	3,874 $224,000
Q3 2024 Nov 14, 2024	BUY	$57.8 - $60.8 $225,188 - $236,876	3,896 New	3,896 $235,000
Q1 2024 May 15, 2024	SELL	$58.07 - $59.52 $4,587 - $4,702	-79 Reduced 2.17%	3,563 $208,000
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $204,498 - $216,735	3,642 New	3,642 $216,000
Q2 2023 Aug 14, 2023	BUY	$58.61 - $60.65 $480,015 - $496,723	8,190 Added 104.85%	16,001 $938,000
Q1 2023 May 12, 2023	BUY	$57.72 - $60.39 $346 - $362	6 Added 0.08%	7,811 $468,000
Q4 2022 Feb 14, 2023	BUY	$57.14 - $59.67 $1,885 - $1,969	33 Added 0.42%	7,805 $456,000
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $448,677 - $484,351	7,772 New	7,772 $453,000

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
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Vanguard Intermediate Term Tre Transaction History