Capital Planning Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
4,710
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $280K | Hold |
4,710
| – | – | 0.04% | 123 |
|
|
2024
Q4 | $273K | Hold |
4,710
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $285K | Hold |
4,710
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $274K | Hold |
4,710
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $276K | Hold |
4,710
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $279K | Buy |
+4,710
| New | +$279K | 0.05% | 116 |
|