Core Wealth Partners’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 | $836K | Sell |
13,977
-1,501
| -10% | -$89.8K | 0.42% | 58 |
|
|
2025
Q1 | $919K | Buy |
15,478
+9,637
| +165% | +$572K | 0.53% | 49 |
|
|
2024
Q4 | $339K | Buy |
5,841
+33
| +0.6% | +$1.91K | 0.19% | 110 |
|
|
2024
Q3 | $351K | Buy |
5,808
+24
| +0.4% | +$1.45K | 0.21% | 102 |
|
|
2024
Q2 | $337K | Buy |
5,784
+1,753
| +43% | +$102K | 0.23% | 89 |
|
|
2024
Q1 | $236K | Sell |
4,031
-269
| -6% | -$15.8K | 0.18% | 115 |
|
|
2023
Q4 | $255K | Sell |
4,300
-2,853
| -40% | -$169K | 0.21% | 89 |
|
|
2023
Q3 | $409K | Sell |
7,153
-16,384
| -70% | -$936K | 0.37% | 60 |
|
|
2023
Q2 | $1.38M | Buy |
+23,537
| New | +$1.38M | 1.28% | 18 |
|