CA
CGN Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
39,360
+8,362
| +27% | +$500K | 0.21% | 102 |
|
|
2025
Q1 | $1.84M | Sell |
30,998
-1,678
| -5% | -$99.7K | 0.18% | 125 |
|
|
2024
Q4 | $1.9M | Buy |
+32,676
| New | +$1.9M | 0.18% | 121 |
|
|
2023
Q1 | – | Sell |
-26,182
| Closed | -$1.53M | – | 224 |
|
|
2022
Q4 | $1.53M | Sell |
26,182
-3,315
| -11% | -$194K | 0.27% | 99 |
|
|
2022
Q3 | $1.72M | Sell |
29,497
-5,812
| -16% | -$339K | 0.43% | 64 |
|
|
2022
Q2 | $2.16M | Sell |
35,309
-24,500
| -41% | -$1.5M | 0.61% | 43 |
|
|
2022
Q1 | $3.76M | Sell |
59,809
-6,393
| -10% | -$402K | 0.94% | 34 |
|
|
2021
Q4 | $4.4M | Buy |
66,202
+720
| +1% | +$47.9K | 1.15% | 25 |
|
|
2021
Q3 | $4.42M | Buy |
65,482
+3,125
| +5% | +$211K | 1.45% | 16 |
|
|
2021
Q2 | $4.23M | Buy |
62,357
+8,695
| +16% | +$590K | 1.34% | 21 |
|
|
2021
Q1 | $3.61M | Buy |
53,662
+17,418
| +48% | +$1.17M | 1.3% | 23 |
|
|
2020
Q4 | $2.52M | Buy |
+36,244
| New | +$2.52M | 1.01% | 32 |
|