Connecticut 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 | $763K | Sell |
12,758
-6,136
| -32% | -$367K | 0.04% | 175 |
|
|
2025
Q1 | $1.12M | Buy |
+18,894
| New | +$1.12M | 0.06% | 139 |
|
|
2024
Q4 | – | Sell |
-71,068
| Closed | -$4.29M | – | 314 |
|
|
2024
Q3 | $4.29M | Sell |
71,068
-12,723
| -15% | -$769K | 0.21% | 66 |
|
|
2024
Q2 | $4.88M | Sell |
83,791
-6,899
| -8% | -$402K | 0.25% | 63 |
|
|
2024
Q1 | $5.31M | Sell |
90,690
-6,752
| -7% | -$395K | 0.28% | 57 |
|
|
2023
Q4 | $5.78M | Buy |
97,442
+54,895
| +129% | +$3.26M | 0.33% | 48 |
|
|
2023
Q3 | $2.43M | Buy |
42,547
+4,905
| +13% | +$280K | 0.17% | 71 |
|
|
2023
Q2 | $2.21M | Sell |
37,642
-827
| -2% | -$48.5K | 0.15% | 65 |
|
|
2023
Q1 | $2.31M | Buy |
+38,469
| New | +$2.31M | 0.17% | 62 |
|