BWP
Baldwin Wealth Partners’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 | $14M | Buy |
233,514
+4,268
| +2% | +$255K | 0.95% | 30 |
|
|
2025
Q1 | $13.6M | Buy |
229,246
+17,523
| +8% | +$1.04M | 0.96% | 32 |
|
|
2024
Q4 | $12.3M | Buy |
211,723
+93,602
| +79% | +$5.43M | 0.85% | 35 |
|
|
2024
Q3 | $7.14M | Buy |
118,121
+5,418
| +5% | +$327K | 0.49% | 52 |
|
|
2024
Q2 | $6.56M | Buy |
112,703
+2,898
| +3% | +$169K | 0.51% | 53 |
|
|
2024
Q1 | $6.43M | Buy |
109,805
+14,751
| +16% | +$864K | 0.48% | 54 |
|
|
2023
Q4 | $5.64M | Buy |
95,054
+16,819
| +21% | +$998K | 0.44% | 56 |
|
|
2023
Q3 | $4.47M | Buy |
78,235
+15,105
| +24% | +$863K | 0.38% | 62 |
|
|
2023
Q2 | $3.7M | Buy |
63,130
+62,620
| +12,278% | +$3.67M | 0.3% | 68 |
|
|
2023
Q1 | $30.6K | Buy |
+510
| New | +$30.6K | ﹤0.01% | 496 |
|