CogentBlue Wealth 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
$9.04M Buy
151,121
+22,837
+18% +$1.37M 6.92% 2
2025
Q1
$7.62M Buy
128,284
+1,541
+1% +$91.5K 6.69% 2
2024
Q4
$7.35M Buy
+126,743
New +$7.35M 6.47% 4