Congress Wealth Management’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 | $3.24M | Buy |
54,133
+352
| +0.7% | +$21.1K | 0.03% | 472 |
|
|
2025
Q1 | $3.19M | Sell |
53,781
-28,400
| -35% | -$1.69M | 0.04% | 398 |
|
|
2024
Q4 | $4.77M | Buy |
82,181
+48,333
| +143% | +$2.8M | 0.07% | 288 |
|
|
2024
Q3 | $2.05M | Sell |
33,848
-2,278
| -6% | -$138K | 0.03% | 424 |
|
|
2024
Q2 | $2.1M | Sell |
36,126
-3,629
| -9% | -$211K | 0.03% | 350 |
|
|
2024
Q1 | $2.33M | Sell |
39,755
-324
| -0.8% | -$19K | 0.04% | 299 |
|
|
2023
Q4 | $2.38M | Buy |
40,079
+15,119
| +61% | +$897K | 0.04% | 296 |
|
|
2023
Q3 | $1.43M | Sell |
24,960
-2,322
| -9% | -$133K | 0.03% | 337 |
|
|
2023
Q2 | $1.6M | Sell |
27,282
-732
| -3% | -$42.9K | 0.04% | 295 |
|
|
2023
Q1 | $1.68M | Sell |
28,014
-4,940
| -15% | -$296K | 0.04% | 291 |
|
|
2022
Q4 | $1.93M | Buy |
+32,954
| New | +$1.93M | 0.05% | 265 |
|