Aries Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
7,105
-6,837
| -49% | -$409K | 0.11% | 154 |
|
|
2025
Q1 | $828K | Sell |
13,942
-884
| -6% | -$52.5K | 0.22% | 98 |
|
|
2024
Q4 | $860K | Buy |
14,826
+19
| +0.1% | +$1.1K | 0.24% | 98 |
|
|
2024
Q3 | $895K | Buy |
14,807
+455
| +3% | +$27.5K | 0.25% | 92 |
|
|
2024
Q2 | $836K | Buy |
14,352
+1,994
| +16% | +$116K | 0.26% | 94 |
|
|
2024
Q1 | $724K | Buy |
12,358
+5,711
| +86% | +$334K | 0.23% | 98 |
|
|
2023
Q4 | $394K | Buy |
6,647
+1,017
| +18% | +$60.3K | 0.14% | 134 |
|
|
2023
Q3 | $320K | Buy |
5,630
+60
| +1% | +$3.41K | 0.13% | 144 |
|
|
2023
Q2 | $327K | Buy |
5,570
+1,124
| +25% | +$65.9K | 0.13% | 144 |
|
|
2023
Q1 | $267K | Hold |
4,446
| – | – | 0.11% | 157 |
|
|
2022
Q4 | $260K | Sell |
4,446
-2,440
| -35% | -$143K | 0.11% | 156 |
|
|
2022
Q3 | $398K | Sell |
6,886
-2,473
| -26% | -$143K | 0.18% | 116 |
|
|
2022
Q2 | $572K | Buy |
+9,359
| New | +$572K | 0.26% | 93 |
|
|
2022
Q1 | – | Sell |
-9,359
| Closed | -$622K | – | 220 |
|
|
2021
Q4 | $622K | Buy |
9,359
+4,234
| +83% | +$281K | 0.24% | 97 |
|
|
2021
Q3 | $346K | Buy |
5,125
+1,040
| +25% | +$70.2K | 0.15% | 131 |
|
|
2021
Q2 | $277K | Hold |
4,085
| – | – | 0.12% | 143 |
|
|
2021
Q1 | $276K | Hold |
4,085
| – | – | 0.12% | 142 |
|
|
2020
Q4 | $281K | Hold |
4,085
| – | – | 0.14% | 135 |
|
|
2020
Q3 | $288K | Hold |
4,085
| – | – | 0.16% | 113 |
|
|
2020
Q2 | $288K | Hold |
4,085
| – | – | 0.18% | 110 |
|
|
2020
Q1 | $288K | Buy |
4,085
+157
| +4% | +$11.1K | 0.22% | 98 |
|
|
2019
Q4 | $260K | Buy |
+3,928
| New | +$260K | 0.16% | 124 |
|