Cornerstone Planning Group’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
Sell
-335
Closed -$19.8K 1693
2025
Q1
$19.8K Buy
+335
New +$19.8K ﹤0.01% 413
2024
Q4
Sell
-301
Closed -$17.7K 1495
2024
Q3
$17.7K Buy
301
+2
+0.7% +$118 ﹤0.01% 314
2024
Q2
$18K Sell
299
-73
-20% -$4.39K 0.01% 330
2024
Q1
$21.5K Sell
372
-632
-63% -$36.4K 0.01% 286
2023
Q4
$59.6K Sell
1,004
-516
-34% -$30.6K 0.02% 162
2023
Q3
$86.9K Sell
1,520
-814
-35% -$46.5K 0.03% 122
2023
Q2
$137K Buy
+2,334
New +$137K 0.05% 108
2022
Q4
$437K Buy
+7,261
New +$437K 0.18% 63