Concord Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Sell	7,833 -684	-8%	-$41K	0.06%	147
2025 Q4	$510K	Sell	8,517 -151	-2%	-$9.08K	0.07%	148
2025 Q3	$520K	Sell	8,668 -1,524	-15%	-$91K	0.07%	150
2025 Q2	$610K	Sell	10,192 -468	-4%	-$27.7K	0.09%	147
2025 Q1	$633K	Sell	10,660 -3,831	-26%	-$224K	0.1%	139
2024 Q4	$840K	Sell	14,491 -10,648	-42%	-$626K	0.14%	114
2024 Q3	$1.52M	Sell	25,139 -13,036	-34%	-$778K	0.25%	77
2024 Q2	$2.22M	Sell	38,175 -14,406	-27%	-$833K	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%	-$1.76M	0.87%	28
2023 Q3	$5.94M	Sell	103,893 -71,405	-41%	-$4.14M	1.26%	22
2023 Q2	$10.3M	Buy	175,298 +45,430	+35%	+$2.71M	2.21%	10
2023 Q1	$7.79M	Sell	129,868 -53,409	-29%	-$3.16M	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%	+$380K	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%	-$18.4M	5.7%	2
2021 Q4	$42.2M	Buy	634,952 +53,631	+9%	+$3.59M	10.33%	1
2021 Q3	$39.3M	Sell	581,321 -177,588	-23%	-$12.1M	16.08%	1
2021 Q2	$51.5M	Buy	758,909 +139,890	+23%	+$9.47M	14.75%	1
2021 Q1	$41.6M	Buy	619,019 +615,648	+18,263%	+$42.1M	14.02%	1
2020 Q4	$234K	Buy	+3,371	New	+$236K	0.18%	63