CIA
Compass Ion 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 | $1.39M | Buy |
23,161
+8,780
| +61% | +$525K | 0.15% | 79 |
|
|
2025
Q1 | $854K | Hold |
14,381
| – | – | 0.1% | 117 |
|
|
2024
Q4 | $834K | Hold |
14,381
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $869K | Buy |
14,381
+8,609
| +149% | +$520K | 0.11% | 115 |
|
|
2024
Q2 | $338K | Hold |
5,772
| – | – | 0.05% | 179 |
|
|
2024
Q1 | $338K | Hold |
5,772
| – | – | 0.05% | 179 |
|
|
2023
Q4 | $342K | Sell |
5,772
-183
| -3% | -$10.9K | 0.05% | 168 |
|
|
2023
Q3 | $340K | Buy |
+5,955
| New | +$340K | 0.06% | 164 |
|