Caldwell Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
6,749
+339
2025
Q1
$381K Hold
6,410
2024
Q4
$372K Buy
+6,410