BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Buy |
500,547
+36,686
| +8% | +$2.19M | 4.1% | 5 |
|
|
2025
Q1 | $27.6M | Buy |
463,861
+35,234
| +8% | +$2.09M | 4.18% | 5 |
|
|
2024
Q4 | $24.9M | Buy |
428,627
+19,970
| +5% | +$1.16M | 3.65% | 7 |
|
|
2024
Q3 | $24.7M | Buy |
408,657
+14,745
| +4% | +$891K | 3.71% | 6 |
|
|
2024
Q2 | $22.9M | Buy |
393,912
+33,744
| +9% | +$1.96M | 3.76% | 6 |
|
|
2024
Q1 | $21.1M | Buy |
360,168
+14,899
| +4% | +$872K | 3.57% | 5 |
|
|
2023
Q4 | $20.5M | Buy |
345,269
+14,281
| +4% | +$847K | 4.06% | 6 |
|
|
2023
Q3 | $18.9M | Buy |
330,988
+20,590
| +7% | +$1.18M | 4.21% | 6 |
|
|
2023
Q2 | $18.2M | Buy |
310,398
+21,834
| +8% | +$1.28M | 3.8% | 6 |
|
|
2023
Q1 | $17.3M | Buy |
288,564
+10,916
| +4% | +$655K | 3.54% | 6 |
|
|
2022
Q4 | $16.2M | Sell |
277,648
-122,774
| -31% | -$7.18M | 3.49% | 6 |
|
|
2022
Q3 | $23.3M | Buy |
400,422
+75,965
| +23% | +$4.43M | 5.73% | 3 |
|
|
2022
Q2 | $19.8M | Buy |
+324,457
| New | +$19.8M | 4.76% | 3 |
|