Capital Performance Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6M	Buy	463,972 +66,537	+17%	+$3.99M	1.85%	15
2025 Q4	$23.8M	Buy	397,435 +338,293	+572%	+$20.3M	1.69%	16
2025 Q3	$3.55M	Buy	59,142 +14,284	+32%	+$853K	0.58%	28
2025 Q2	$2.68M	Buy	44,858 +44	+0.1%	+$2.6K	0.53%	32
2025 Q1	$2.66M	Buy	44,814 +1,616	+4%	+$94.5K	0.58%	30
2024 Q4	$2.51M	Buy	43,198 +3,677	+9%	+$216K	0.8%	20
2024 Q3	$2.39M	Buy	39,521 +3,065	+8%	+$183K	0.73%	20
2024 Q2	$2.12M	Buy	36,456 +4,335	+13%	+$251K	0.81%	21
2024 Q1	$1.88M	Buy	32,121 +6,093	+23%	+$357K	0.72%	23
2023 Q4	$1.54M	Buy	26,028 +12,002	+86%	+$692K	0.67%	19
2023 Q3	$802K	Buy	14,026 +2,692	+24%	+$156K	0.41%	27
2023 Q2	$665K	Buy	11,334 +1,539	+16%	+$91.8K	0.33%	29
2023 Q1	$587K	Sell	9,795 -486	-5%	-$28.8K	0.32%	26
2022 Q4	$601K	Buy	10,281 +1,603	+18%	+$93.7K	0.35%	24
2022 Q3	$506K	Sell	8,678 -60	-0.7%	-$3.64K	0.33%	26
2022 Q2	$534K	Sell	8,738 -304	-3%	-$18.6K	0.33%	26
2022 Q1	$569K	Hold	9,042	–	–	0.32%	23
2021 Q4	$590K	Buy	+9,042	New	+$606K	0.36%	23