BC
Burney Company’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 | $73.3M | Buy |
1,225,315
+23,395
| +2% | +$1.4M | 2.48% | 3 |
|
|
2025
Q1 | $71.4M | Buy |
1,201,920
+174,732
| +17% | +$10.4M | 2.6% | 3 |
|
|
2024
Q4 | $59.6M | Buy |
1,027,188
+158,063
| +18% | +$9.17M | 2.11% | 3 |
|
|
2024
Q3 | $52.5M | Buy |
869,125
+353,839
| +69% | +$21.4M | 1.87% | 4 |
|
|
2024
Q2 | $30M | Buy |
+515,286
| New | +$30M | 1.15% | 12 |
|
|
2022
Q1 | – | Sell |
-5,262
| Closed | -$350K | – | 603 |
|
|
2021
Q4 | $350K | Sell |
5,262
-12,107
| -70% | -$805K | 0.02% | 469 |
|
|
2021
Q3 | $1.17M | Sell |
17,369
-5,891
| -25% | -$398K | 0.06% | 286 |
|
|
2021
Q2 | $1.58M | Sell |
23,260
-5,465
| -19% | -$371K | 0.07% | 260 |
|
|
2021
Q1 | $1.93M | Hold |
28,725
| – | – | 0.1% | 227 |
|
|
2020
Q4 | $1.99M | Sell |
28,725
-647
| -2% | -$44.9K | 0.11% | 214 |
|
|
2020
Q3 | $2.07M | Hold |
29,372
| – | – | 0.13% | 204 |
|
|
2020
Q2 | $2.07M | Buy |
+29,372
| New | +$2.07M | 0.13% | 187 |
|