AWM
AE Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
81,169
-499,351
| -86% | -$29.9M | 0.04% | 354 |
|
|
2025
Q1 | $34.5M | Buy |
580,520
+42,601
| +8% | +$2.53M | 0.29% | 88 |
|
|
2024
Q4 | $31.2M | Sell |
537,919
-51,519
| -9% | -$2.99M | 0.26% | 91 |
|
|
2024
Q3 | $35.6M | Buy |
589,438
+109,566
| +23% | +$6.62M | 0.32% | 80 |
|
|
2024
Q2 | $27.9M | Buy |
479,872
+99,482
| +26% | +$5.79M | 0.28% | 81 |
|
|
2024
Q1 | $22.3M | Sell |
380,390
-650,074
| -63% | -$38.1M | 0.25% | 99 |
|
|
2023
Q4 | $60.7M | Buy |
1,030,464
+119,089
| +13% | +$7.01M | 0.31% | 65 |
|
|
2023
Q3 | $52.1M | Buy |
911,375
+46,549
| +5% | +$2.66M | 0.31% | 59 |
|
|
2023
Q2 | $50.7M | Buy |
864,826
+56,937
| +7% | +$3.34M | 0.31% | 60 |
|
|
2023
Q1 | $48.4M | Sell |
807,889
-22,627
| -3% | -$1.36M | 0.31% | 55 |
|
|
2022
Q4 | $48.6M | Buy |
830,516
+41,073
| +5% | +$2.4M | 0.35% | 49 |
|
|
2022
Q3 | $46M | Sell |
789,443
-44,802
| -5% | -$2.61M | 0.37% | 51 |
|
|
2022
Q2 | $51M | Sell |
834,245
-162,188
| -16% | -$9.92M | 0.41% | 46 |
|
|
2022
Q1 | $62.7M | Sell |
996,433
-932,380
| -48% | -$58.7M | 0.43% | 44 |
|
|
2021
Q4 | $128M | Buy |
1,928,813
+932,356
| +94% | +$62M | 0.89% | 16 |
|
|
2021
Q3 | $67.3M | Sell |
996,457
-68,314
| -6% | -$4.61M | 0.55% | 28 |
|
|
2021
Q2 | $72.2M | Buy |
1,064,771
+144,960
| +16% | +$9.83M | 0.63% | 29 |
|
|
2021
Q1 | $61.8M | Buy |
919,811
+147,809
| +19% | +$9.94M | 0.62% | 25 |
|
|
2020
Q4 | $53.6M | Buy |
772,002
+130,506
| +20% | +$9.06M | 0.61% | 29 |
|
|
2020
Q3 | $45.2M | Buy |
641,496
+62,848
| +11% | +$4.43M | 0.65% | 25 |
|
|
2020
Q2 | $40.8M | Sell |
578,648
-611,250
| -51% | -$43.1M | 0.63% | 27 |
|
|
2020
Q1 | $83.9M | Buy |
1,189,898
+521,585
| +78% | +$36.8M | 1.93% | 6 |
|
|
2019
Q4 | $44M | Buy |
668,313
+94,173
| +16% | +$6.21M | 0.96% | 15 |
|
|
2019
Q3 | $38.3M | Buy |
574,140
+169,448
| +42% | +$11.3M | 1.11% | 11 |
|
|
2019
Q2 | $26.7M | Buy |
404,692
+224,882
| +125% | +$14.8M | 0.8% | 28 |
|
|
2019
Q1 | $11.6M | Buy |
179,810
+145,572
| +425% | +$9.39M | 0.81% | 28 |
|
|
2018
Q4 | $2.17M | Sell |
34,238
-249,644
| -88% | -$15.8M | 0.37% | 70 |
|
|
2018
Q3 | $17.6M | Buy |
283,882
+52,043
| +22% | +$3.23M | 0.97% | 22 |
|
|
2018
Q2 | $14.5M | Sell |
231,839
-29,937
| -11% | -$1.88M | 0.99% | 21 |
|
|
2018
Q1 | $16.5M | Buy |
261,776
+44,625
| +21% | +$2.81M | 1.27% | 17 |
|
|
2017
Q4 | $13.9M | Buy |
217,151
+22,562
| +12% | +$1.44M | 1.23% | 15 |
|
|
2017
Q3 | $12.6M | Buy |
194,589
+42,972
| +28% | +$2.78M | 1.17% | 16 |
|
|
2017
Q2 | $9.8M | Buy |
151,617
+143,339
| +1,732% | +$9.27M | 1.17% | 14 |
|
|
2017
Q1 | $532K | Buy |
8,278
+3,557
| +75% | +$229K | 0.1% | 166 |
|
|
2016
Q4 | $302K | Buy |
+4,721
| New | +$302K | 0.12% | 149 |
|