Concord Wealth Partners’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 | $610K | Sell |
10,192
-468
| -4% | -$28K | 0.09% | 147 |
|
|
2025
Q1 | $633K | Sell |
10,660
-3,831
| -26% | -$228K | 0.1% | 139 |
|
|
2024
Q4 | $840K | Sell |
14,491
-10,648
| -42% | -$618K | 0.14% | 114 |
|
|
2024
Q3 | $1.52M | Sell |
25,139
-13,036
| -34% | -$788K | 0.25% | 77 |
|
|
2024
Q2 | $2.22M | Sell |
38,175
-14,406
| -27% | -$839K | 0.39% | 59 |
|
|
2024
Q1 | $3.08M | Sell |
52,581
-20,803
| -28% | -$1.22M | 0.55% | 44 |
|
|
2023
Q4 | $4.35M | Sell |
73,384
-30,509
| -29% | -$1.81M | 0.87% | 28 |
|
|
2023
Q3 | $5.94M | Sell |
103,893
-71,405
| -41% | -$4.08M | 1.26% | 22 |
|
|
2023
Q2 | $10.3M | Buy |
175,298
+45,430
| +35% | +$2.66M | 2.21% | 10 |
|
|
2023
Q1 | $7.79M | Sell |
129,868
-53,409
| -29% | -$3.2M | 2.21% | 12 |
|
|
2022
Q4 | $10.7M | Sell |
183,277
-180,954
| -50% | -$10.6M | 3.22% | 9 |
|
|
2022
Q3 | $21.2M | Buy |
364,231
+6,267
| +2% | +$365K | 6.74% | 3 |
|
|
2022
Q2 | $21.9M | Buy |
357,964
+7,782
| +2% | +$476K | 6.01% | 3 |
|
|
2022
Q1 | $22M | Sell |
350,182
-284,770
| -45% | -$17.9M | 5.7% | 2 |
|
|
2021
Q4 | $42.2M | Buy |
634,952
+53,631
| +9% | +$3.56M | 10.33% | 1 |
|
|
2021
Q3 | $39.3M | Sell |
581,321
-177,588
| -23% | -$12M | 16.08% | 1 |
|
|
2021
Q2 | $51.5M | Buy |
758,909
+139,890
| +23% | +$9.49M | 14.75% | 1 |
|
|
2021
Q1 | $41.6M | Buy |
619,019
+615,648
| +18,263% | +$41.4M | 14.02% | 1 |
|
|
2020
Q4 | $234K | Buy |
+3,371
| New | +$234K | 0.18% | 63 |
|