Wr Wealth Planners, LLC Vanguard Intermediate Term Tre Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 390 shares of VGIT stock, worth $22,826. This represents 0.01% of its overall portfolio holdings.

Number of Shares

390

Previous 980 60.2%

Holding current value

$22,826

Previous $59,000 62.71%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$57.78 - $60.4 $34,090 - $35,636	-590 Reduced 60.2%	390 $22,000
Q1 2024 Jul 31, 2024	SELL	$58.07 - $59.52 $2.35 Million - $2.41 Million	-40,541 Reduced 97.64%	980 $57,000
Q4 2023 Jul 30, 2024	BUY	$56.15 - $59.51 $2.33 Million - $2.47 Million	41,521 New	41,521 $2.46 Million
Q3 2023 Aug 01, 2024	BUY	$56.93 - $59.05 $76,172 - $79,008	1,338 Added 3.26%	42,325 $2.42 Billion
Q2 2023 Aug 01, 2024	BUY	$58.61 - $60.65 $2.34 Million - $2.43 Million	40,007 Added 4082.35%	40,987 $2.4 Billion
Q1 2023 Aug 01, 2024	BUY	$57.72 - $60.39 $2.25 Million - $2.35 Million	38,994 Added 3978.98%	39,974 $2.4 Billion

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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Vanguard Intermediate Term Tre Transaction History