Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,386
| Closed | -$609K | – | 552 |
|
|
2023
Q2 | $609K | Sell |
10,386
-6,872
| -40% | -$403K | 0.06% | 292 |
|
|
2023
Q1 | $1.03M | Sell |
17,258
-8,551
| -33% | -$513K | 0.12% | 194 |
|
|
2022
Q4 | $1.51M | Buy |
25,809
+5,392
| +26% | +$315K | 0.19% | 127 |
|
|
2022
Q3 | $1.19M | Sell |
20,417
-7,249
| -26% | -$423K | 0.16% | 134 |
|
|
2022
Q2 | $1.69M | Buy |
27,666
+17,033
| +160% | +$1.04M | 0.22% | 94 |
|
|
2022
Q1 | $669K | Buy |
+10,633
| New | +$669K | 0.07% | 269 |
|