Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,213
| Closed | -$216K | – | 148 |
|
|
2021
Q1 | $216K | Sell |
3,213
-526
| -14% | -$35.4K | 0.19% | 123 |
|
|
2020
Q4 | $260K | Buy |
3,739
+466
| +14% | +$32.4K | 0.25% | 96 |
|
|
2020
Q3 | $231K | Sell |
3,273
-1,358
| -29% | -$95.8K | 0.22% | 110 |
|
|
2020
Q2 | $326K | Sell |
4,631
-593
| -11% | -$41.7K | 0.33% | 93 |
|
|
2020
Q1 | $369K | Buy |
5,224
+7
| +0.1% | +$494 | 0.37% | 90 |
|
|
2019
Q4 | $344K | Buy |
+5,217
| New | +$344K | 0.32% | 99 |
|