Burkett Financial Services’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 | $6.5M | Buy |
108,704
+14,915
| +16% | +$892K | 2.34% | 11 |
|
|
2025
Q1 | $5.57M | Buy |
93,789
+6,723
| +8% | +$399K | 2.27% | 10 |
|
|
2024
Q4 | $5.05M | Buy |
87,066
+9,593
| +12% | +$556K | 2.06% | 10 |
|
|
2024
Q3 | $4.68M | Buy |
77,473
+38,847
| +101% | +$2.35M | 1.93% | 10 |
|
|
2024
Q2 | $2.25M | Buy |
38,626
+8,762
| +29% | +$510K | 1.15% | 11 |
|
|
2024
Q1 | $1.75M | Buy |
29,864
+13,676
| +84% | +$801K | 0.9% | 13 |
|
|
2023
Q4 | $960K | Buy |
+16,188
| New | +$960K | 0.53% | 18 |
|