Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,512
| Closed | -$333K | – | 147 |
|
|
2024
Q3 | $333K | Sell |
5,512
-9,138
| -62% | -$552K | 0.17% | 86 |
|
|
2024
Q2 | $853K | Sell |
14,650
-1,784
| -11% | -$104K | 0.47% | 40 |
|
|
2024
Q1 | $962K | Buy |
16,434
+986
| +6% | +$57.7K | 0.56% | 38 |
|
|
2023
Q4 | $916K | Sell |
15,448
-202
| -1% | -$12K | 0.6% | 38 |
|
|
2023
Q3 | $894K | Sell |
15,650
-300
| -2% | -$17.1K | 0.68% | 34 |
|
|
2023
Q2 | $936K | Buy |
15,950
+2,296
| +17% | +$135K | 0.72% | 31 |
|
|
2023
Q1 | $819K | Buy |
13,654
+4,558
| +50% | +$273K | 0.71% | 30 |
|
|
2022
Q4 | $532K | Buy |
9,096
+2,739
| +43% | +$160K | 0.48% | 52 |
|
|
2022
Q3 | $371K | Buy |
6,357
+937
| +17% | +$54.7K | 0.39% | 62 |
|
|
2022
Q2 | $331K | Sell |
5,420
-623
| -10% | -$38K | 0.35% | 65 |
|
|
2022
Q1 | $380K | Buy |
+6,043
| New | +$380K | 0.35% | 56 |
|