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Confluence Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Confluence Wealth Services’s Portfolio VGIT Stock Details VGIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,500
Closed -$432K – 1125
2021
Q4 		$432K Buy
+6,500
New +$432K 0.14% 157