Congress Wealth Management’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 Q2	$3.24M	Buy	54,133 +352	+0.7%	+$20.8K	0.03%	472
2025 Q1	$3.19M	Sell	53,781 -28,400	-35%	-$1.66M	0.04%	398
2024 Q4	$4.77M	Buy	82,181 +48,333	+143%	+$2.84M	0.07%	288
2024 Q3	$2.05M	Sell	33,848 -2,278	-6%	-$136K	0.03%	424
2024 Q2	$2.1M	Sell	36,126 -3,629	-9%	-$210K	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%	+$871K	0.04%	296
2023 Q3	$1.43M	Sell	24,960 -2,322	-9%	-$135K	0.03%	337
2023 Q2	$1.6M	Sell	27,282 -732	-3%	-$43.6K	0.04%	295
2023 Q1	$1.68M	Sell	28,014 -4,940	-15%	-$293K	0.04%	291
2022 Q4	$1.93M	Buy	+32,954	New	+$1.93M	0.05%	265