Crewe Advisors’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
Q1 | – | Sell |
-6,253
| Closed | -$363K | – | 756 |
|
2024
Q4 | $363K | Hold |
6,253
| – | – | 0.05% | 103 |
|
2024
Q3 | $378K | Buy |
+6,253
| New | +$378K | 0.04% | 100 |
|
2023
Q3 | – | Sell |
-514
| Closed | -$30.2K | – | 908 |
|
2023
Q2 | $30.2K | Hold |
514
| – | – | ﹤0.01% | 316 |
|
2023
Q1 | $30.8K | Buy |
514
+511
| +17,033% | +$30.6K | ﹤0.01% | 366 |
|
2022
Q4 | $175 | Sell |
3
-4,817
| -100% | -$281K | ﹤0.01% | 1002 |
|
2022
Q3 | $281K | Buy |
4,820
+2,789
| +137% | +$163K | 0.05% | 109 |
|
2022
Q2 | $124K | Buy |
2,031
+2,028
| +67,600% | +$124K | 0.03% | 183 |
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 501 |
|