Angeles Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,671	Closed	-$160K	–	491
2025 Q3	$160K	Hold	2,671	–	–	0.01%	345
2025 Q2	$160K	Buy	+2,671	New	+$158K	0.01%	345
2024 Q3	–	Sell	-2,489	Closed	-$145K	–	350
2024 Q2	$145K	Buy	2,489 +182	+8%	+$10.5K	0.01%	236
2024 Q1	$135K	Buy	2,307 +201	+10%	+$11.8K	0.01%	235
2023 Q4	$125K	Buy	2,106 +70	+3%	+$4.04K	0.02%	209
2023 Q3	$116K	Buy	2,036 +200	+11%	+$11.6K	0.02%	182
2023 Q2	$108K	Buy	1,836 +218	+13%	+$13K	0.01%	190
2023 Q1	$97K	Buy	+1,618	New	+$95.8K	0.01%	183
2022 Q4	–	Sell	-1,332	Closed	-$78K	–	228
2022 Q3	$78K	Buy	1,332 +67	+5%	+$4.06K	0.02%	186
2022 Q2	$77K	Buy	+1,265	New	+$77.5K	0.02%	181