Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,713
| Closed | -$333K | – | 286 |
|
|
2020
Q1 | $333K | Sell |
4,713
-250
| -5% | -$17.7K | 0.1% | 169 |
|
|
2019
Q4 | $327K | Buy |
4,963
+8
| +0.2% | +$527 | 0.08% | 185 |
|
|
2019
Q3 | $330K | Buy |
4,955
+1
| +0% | +$67 | 0.09% | 178 |
|
|
2019
Q2 | $327K | Sell |
4,954
-355
| -7% | -$23.4K | 0.09% | 178 |
|
|
2019
Q1 | $342K | Buy |
+5,309
| New | +$342K | 0.11% | 165 |
|