Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 264 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 208 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $2K | Sell |
25
-150
| -86% | -$12K | ﹤0.01% | 204 |
|
|
2021
Q4 | $12K | Sell |
175
-100
| -36% | -$6.86K | ﹤0.01% | 166 |
|
|
2021
Q3 | $19K | Sell |
275
-278
| -50% | -$19.2K | 0.01% | 137 |
|
|
2021
Q2 | $37K | Sell |
553
-40
| -7% | -$2.68K | 0.02% | 111 |
|
|
2021
Q1 | $40K | Sell |
593
-111,055
| -99% | -$7.49M | 0.02% | 99 |
|
|
2020
Q4 | $7.75M | Buy |
+111,648
| New | +$7.75M | 4.91% | 7 |
|