Capital Planning 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
2025
Q3
$283K Hold
2025
Q2
$282K Hold
2025
Q1
$280K Hold
2024
Q4
$273K Hold
2024
Q3
$285K Hold
2024
Q2
$274K Hold
2024
Q1
$276K Hold
2023
Q4
$279K Buy