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