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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Sell |
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|
2025
Q2 | $610K | Sell |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $7.79M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $21.2M | Buy |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $22M | Sell |
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|
2021
Q4 | $42.2M | Buy |
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|
2021
Q3 | $39.3M | Sell |
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|
2021
Q2 | $51.5M | Buy |
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|
2021
Q1 | $41.6M | Buy |
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|
2020
Q4 | $234K | Buy |
|