DWM
Diversify Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
45,223
-11,691
| -21% | -$697K | 0.17% | 153 |
|
|
2025
Q1 | $3.41M | Sell |
56,914
-13,686
| -19% | -$819K | 0.25% | 117 |
|
|
2024
Q4 | $4.06M | Sell |
70,600
-210
| -0.3% | -$12.1K | 0.32% | 84 |
|
|
2024
Q3 | $4.18M | Sell |
70,810
-1,487
| -2% | -$87.7K | 0.4% | 65 |
|
|
2024
Q2 | $4.35M | Buy |
+72,297
| New | +$4.35M | 0.54% | 43 |
|