Arete Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,607
| Closed | -$559K | – | 830 |
|
|
2024
Q2 | $559K | Buy |
+9,607
| New | +$559K | 0.05% | 364 |
|
|
2024
Q1 | – | Sell |
-8,575
| Closed | -$509K | – | 727 |
|
|
2023
Q4 | $509K | Buy |
8,575
+216
| +3% | +$12.8K | 0.04% | 396 |
|
|
2023
Q3 | $478K | Sell |
8,359
-4,777
| -36% | -$273K | 0.08% | 245 |
|
|
2023
Q2 | $771K | Sell |
13,136
-2,932
| -18% | -$172K | 0.07% | 267 |
|
|
2023
Q1 | $963K | Sell |
16,068
-629
| -4% | -$37.7K | 0.08% | 218 |
|
|
2022
Q4 | $976M | Buy |
16,697
+12,557
| +303% | +$734M | 0.09% | 208 |
|
|
2022
Q3 | $241K | Sell |
4,140
-62,370
| -94% | -$3.63M | 0.02% | 468 |
|
|
2022
Q2 | $4.07M | Buy |
66,510
+4,385
| +7% | +$268K | 0.41% | 55 |
|
|
2022
Q1 | $3.91M | Buy |
62,125
+13,814
| +29% | +$869K | 0.33% | 63 |
|
|
2021
Q4 | $3.2M | Buy |
48,311
+8,572
| +22% | +$567K | 0.27% | 75 |
|
|
2021
Q3 | $2.69M | Buy |
39,739
+9,605
| +32% | +$649K | 0.3% | 75 |
|
|
2021
Q2 | $2M | Buy |
30,134
+26,257
| +677% | +$1.74M | 0.28% | 76 |
|
|
2021
Q1 | $261K | Sell |
3,877
-14,136
| -78% | -$952K | 0.03% | 340 |
|
|
2020
Q4 | $1.25M | Buy |
18,013
+488
| +3% | +$33.9K | 0.18% | 120 |
|
|
2020
Q3 | $1.23M | Sell |
17,525
-432
| -2% | -$30.4K | 0.19% | 127 |
|
|
2020
Q2 | $1.27M | Buy |
17,957
+6,212
| +53% | +$438K | 0.22% | 118 |
|
|
2020
Q1 | $829K | Buy |
+11,745
| New | +$829K | 0.16% | 139 |
|