Delap Wealth Advisory’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 | $10.9M | Buy |
181,686
+16,841
| +10% | +$1.01M | 5.22% | 6 |
|
|
2025
Q1 | $9.79M | Buy |
164,845
+16,630
| +11% | +$988K | 5.46% | 7 |
|
|
2024
Q4 | $8.6M | Buy |
148,215
+23,517
| +19% | +$1.36M | 5.14% | 5 |
|
|
2024
Q3 | $7.53M | Buy |
124,698
+17,556
| +16% | +$1.06M | 4.76% | 6 |
|
|
2024
Q2 | $6.24M | Buy |
107,142
+7,918
| +8% | +$461K | 2.87% | 9 |
|
|
2024
Q1 | $5.81M | Sell |
99,224
-38,501
| -28% | -$2.25M | 2.35% | 10 |
|
|
2023
Q4 | $8.17M | Buy |
137,725
+61,898
| +82% | +$3.67M | 3.7% | 7 |
|
|
2023
Q3 | $4.33M | Sell |
75,827
-5,877
| -7% | -$336K | 4.19% | 9 |
|
|
2023
Q2 | $4.79M | Buy |
81,704
+2,773
| +4% | +$163K | 4.7% | 8 |
|
|
2023
Q1 | $4.73M | Sell |
78,931
-757
| -0.9% | -$45.4K | 4.85% | 7 |
|
|
2022
Q4 | $4.66M | Buy |
+79,688
| New | +$4.66M | 4.87% | 7 |
|