AWMS
Advocacy Wealth Management Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-412
| Closed | -$24K | – | 133 |
|
|
2022
Q3 | $24K | Sell |
412
-101
| -20% | -$5.88K | ﹤0.01% | 75 |
|
|
2022
Q2 | $31K | Hold |
513
| – | – | 0.01% | 66 |
|
|
2022
Q1 | $32K | Hold |
513
| – | – | 0.01% | 67 |
|
|
2021
Q4 | $34K | Hold |
513
| – | – | 0.01% | 70 |
|
|
2021
Q3 | $35K | Hold |
513
| – | – | 0.01% | 67 |
|
|
2021
Q2 | $35K | Hold |
513
| – | – | 0.01% | 83 |
|
|
2021
Q1 | $35K | Hold |
513
| – | – | 0.01% | 72 |
|
|
2020
Q4 | $36K | Hold |
513
| – | – | 0.01% | 62 |
|
|
2020
Q3 | $36K | Hold |
513
| – | – | 0.01% | 63 |
|
|
2020
Q2 | $36K | Sell |
513
-223
| -30% | -$15.6K | 0.01% | 61 |
|
|
2020
Q1 | $52K | Hold |
736
| – | – | 0.01% | 41 |
|
|
2019
Q4 | $49K | Sell |
736
-22
| -3% | -$1.47K | 0.01% | 53 |
|
|
2019
Q3 | $51K | Hold |
758
| – | – | 0.03% | 45 |
|
|
2019
Q2 | $50K | Hold |
758
| – | – | 0.04% | 43 |
|
|
2019
Q1 | $49K | Buy |
758
+442
| +140% | +$28.6K | 0.05% | 37 |
|
|
2018
Q4 | $20K | Hold |
316
| – | – | 0.02% | 85 |
|
|
2018
Q3 | $20K | Buy |
+316
| New | +$20K | 0.01% | 90 |
|