BWM
Brickley Wealth Management’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 | $8.43M | Buy |
140,942
+2,983
| +2% | +$178K | 1.65% | 13 |
|
|
2025
Q1 | $8.19M | Buy |
137,959
+3,305
| +2% | +$196K | 1.7% | 13 |
|
|
2024
Q4 | $7.81M | Buy |
134,654
+10,778
| +9% | +$625K | 1.59% | 13 |
|
|
2024
Q3 | $7.48M | Buy |
123,876
+747
| +0.6% | +$45.1K | 1.53% | 14 |
|
|
2024
Q2 | $7.17M | Buy |
123,129
+3,866
| +3% | +$225K | 1.57% | 13 |
|
|
2024
Q1 | $6.98M | Buy |
119,263
+9,042
| +8% | +$529K | 1.6% | 14 |
|
|
2023
Q4 | $6.54M | Sell |
110,221
-2,312
| -2% | -$137K | 1.58% | 14 |
|
|
2023
Q3 | $6.43M | Buy |
112,533
+18,895
| +20% | +$1.08M | 1.72% | 13 |
|
|
2023
Q2 | $5.49M | Buy |
93,638
+434
| +0.5% | +$25.5K | 1.39% | 14 |
|
|
2023
Q1 | $5.59M | Buy |
93,204
+1,062
| +1% | +$63.7K | 1.53% | 14 |
|
|
2022
Q4 | $5.39M | Sell |
92,142
-17,619
| -16% | -$1.03M | 1.6% | 14 |
|
|
2022
Q3 | $6.4M | Buy |
109,761
+9,128
| +9% | +$532K | 2.1% | 13 |
|
|
2022
Q2 | $6.16M | Sell |
100,633
-20,606
| -17% | -$1.26M | 1.9% | 14 |
|
|
2022
Q1 | $7.63M | Buy |
+121,239
| New | +$7.63M | 2.03% | 13 |
|