Claris Advisors’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 | $3.33M | Buy |
55,631
+13,860
| +33% | +$829K | 1.16% | 19 |
|
|
2025
Q1 | $2.48M | Buy |
41,771
+3,428
| +9% | +$204K | 0.92% | 19 |
|
|
2024
Q4 | $2.22M | Buy |
38,343
+1,528
| +4% | +$88.6K | 0.84% | 19 |
|
|
2024
Q3 | $2.22M | Buy |
36,815
+13,963
| +61% | +$844K | 0.96% | 15 |
|
|
2024
Q2 | $1.33M | Buy |
22,852
+10,240
| +81% | +$596K | 0.69% | 20 |
|
|
2024
Q1 | $738K | Buy |
12,612
+5,447
| +76% | +$319K | 0.37% | 26 |
|
|
2023
Q4 | $425K | Buy |
+7,165
| New | +$425K | 0.24% | 32 |
|