BHPW
Beverly Hills Private Wealth’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 | $9.67M | Sell |
161,758
-22,049
| -12% | -$1.32M | 1.81% | 10 |
|
|
2025
Q1 | $10.9M | Buy |
183,807
+42,145
| +30% | +$2.5M | 2.16% | 6 |
|
|
2024
Q4 | $8.22M | Buy |
141,662
+27,099
| +24% | +$1.57M | 1.66% | 8 |
|
|
2024
Q3 | $6.92M | Buy |
114,563
+60,284
| +111% | +$3.64M | 1.4% | 11 |
|
|
2024
Q2 | $3.16M | Buy |
54,279
+44,432
| +451% | +$2.59M | 0.69% | 31 |
|
|
2024
Q1 | $577K | Buy |
+9,847
| New | +$577K | 0.13% | 167 |
|