CSWM
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Cassady Schiller Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$4.18K Buy
72
+2
+3% +$116 ﹤0.01% 446
2024
Q3 		$4.23K Hold
70
– – ﹤0.01% 358
2024
Q2 		$4.08K Hold
70
– – ﹤0.01% 359
2024
Q1 		$4.1K Buy
+70
New +$4.1K ﹤0.01% 384