Cherry Tree Wealth Management’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 | $1.77M | Sell |
29,513
-2,180
| -7% | -$130K | 0.41% | 49 |
|
|
2025
Q1 | $1.88M | Hold |
31,693
| – | – | 0.45% | 49 |
|
|
2024
Q4 | $1.84M | Sell |
31,693
-9,189
| -22% | -$533K | 0.45% | 46 |
|
|
2024
Q3 | $2.47M | Sell |
40,882
-2,610
| -6% | -$158K | 0.59% | 43 |
|
|
2024
Q2 | $2.53M | Sell |
43,492
-491
| -1% | -$28.6K | 0.64% | 41 |
|
|
2024
Q1 | $2.58M | Sell |
43,983
-921
| -2% | -$53.9K | 0.65% | 38 |
|
|
2023
Q4 | $2.66M | Sell |
44,904
-2,348
| -5% | -$139K | 0.71% | 35 |
|
|
2023
Q3 | $2.7M | Buy |
47,252
+850
| +2% | +$48.6K | 0.79% | 29 |
|
|
2023
Q2 | $2.72M | Buy |
+46,402
| New | +$2.72M | 0.79% | 31 |
|