Cardinal Strategic Wealth Guidance’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,389
| Closed | -$260K | – | 69 |
|
2023
Q4 | $260K | Hold |
4,389
| – | – | 0.1% | 57 |
|
2023
Q3 | $251K | Hold |
4,389
| – | – | 0.12% | 53 |
|
2023
Q2 | $257K | Hold |
4,389
| – | – | 0.11% | 54 |
|
2023
Q1 | $263K | Buy |
4,389
+738
| +20% | +$44.3K | 0.12% | 54 |
|
2022
Q4 | $214K | Buy |
3,651
+683
| +23% | +$39.9K | 0.1% | 65 |
|
2022
Q3 | $173K | Hold |
2,968
| – | – | 0.09% | 58 |
|
2022
Q2 | $182K | Hold |
2,968
| – | – | 0.09% | 63 |
|
2022
Q1 | $187K | Buy |
+2,968
| New | +$187K | 0.09% | 70 |
|
2021
Q4 | – | Sell |
-2,968
| Closed | -$200K | – | 69 |
|
2021
Q3 | $200K | Sell |
2,968
-30
| -1% | -$2.02K | 0.1% | 67 |
|
2021
Q2 | $203K | Buy |
+2,998
| New | +$203K | 0.11% | 65 |
|