BWM
Buska 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 | $10.3M | Buy |
171,737
+36,792
| +27% | +$2.2M | 2.81% | 9 |
|
|
2025
Q1 | $8.02M | Buy |
134,945
+19,256
| +17% | +$1.14M | 2.51% | 12 |
|
|
2024
Q4 | $6.71M | Buy |
115,689
+32,461
| +39% | +$1.88M | 2.15% | 13 |
|
|
2024
Q3 | $5.03M | Buy |
83,228
+22,790
| +38% | +$1.38M | 1.75% | 16 |
|
|
2024
Q2 | $3.52M | Buy |
60,438
+15,203
| +34% | +$885K | 1.4% | 17 |
|
|
2024
Q1 | $2.65M | Buy |
+45,235
| New | +$2.65M | 1.16% | 17 |
|