Crestwood Advisors 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
$588K Buy
9,833
+76
+0.8% +$4.55K 0.01% 325
2025
Q1
$580K Sell
9,757
-264
-3% -$15.7K 0.01% 320
2024
Q4
$581K Sell
10,021
-611
-6% -$35.4K 0.01% 288
2024
Q3
$642K Buy
10,632
+426
+4% +$25.7K 0.01% 265
2024
Q2
$594K Buy
10,206
+1,445
+16% +$84.1K 0.01% 261
2024
Q1
$513K Buy
8,761
+46
+0.5% +$2.69K 0.01% 274
2023
Q4
$517K Buy
8,715
+2,824
+48% +$168K 0.01% 256
2023
Q3
$337K Buy
+5,891
New +$337K 0.01% 284