AWM
Arista 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 | $22.7M | Buy |
379,558
+9,290
| +3% | +$556K | 3.14% | 7 |
|
|
2025
Q1 | $22M | Buy |
370,268
+8,417
| +2% | +$500K | 5.33% | 7 |
|
|
2024
Q4 | $21M | Buy |
361,851
+2,689
| +0.7% | +$156K | 5.03% | 7 |
|
|
2024
Q3 | $21.7M | Buy |
359,162
+25,440
| +8% | +$1.54M | 5.21% | 7 |
|
|
2024
Q2 | $19.4M | Buy |
333,722
+205,403
| +160% | +$12M | 5.11% | 7 |
|
|
2024
Q1 | $7.51M | Sell |
128,319
-164,954
| -56% | -$9.66M | 5.74% | 7 |
|
|
2023
Q4 | $17.4M | Sell |
293,273
-19,928
| -6% | -$1.18M | 6.37% | 6 |
|
|
2023
Q3 | $17.9M | Buy |
313,201
+41,314
| +15% | +$2.36M | 7.01% | 6 |
|
|
2023
Q2 | $15.9M | Buy |
271,887
+94,226
| +53% | +$5.53M | 6.63% | 6 |
|
|
2023
Q1 | $10.7M | Buy |
177,661
+80,051
| +82% | +$4.8M | 5.81% | 6 |
|
|
2022
Q4 | $5.69M | Buy |
+97,610
| New | +$5.69M | 3.59% | 6 |
|