Dopkins Wealth Management’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 | $4.7M | Buy |
78,501
+12,863
| +20% | +$769K | 2.11% | 14 |
|
|
2025
Q1 | $3.9M | Buy |
65,638
+6,848
| +12% | +$407K | 1.98% | 12 |
|
|
2024
Q4 | $3.41M | Buy |
58,790
+47,575
| +424% | +$2.76M | 1.74% | 12 |
|
|
2024
Q3 | $678K | Sell |
11,215
-8,160
| -42% | -$493K | 0.55% | 25 |
|
|
2024
Q2 | $1.13M | Buy |
19,375
+2,518
| +15% | +$147K | 0.69% | 23 |
|
|
2024
Q1 | $987K | Buy |
+16,857
| New | +$987K | 0.59% | 25 |
|
|
2023
Q4 | – | Sell |
-11,922
| Closed | -$681K | – | 55 |
|
|
2023
Q3 | $681K | Buy |
+11,922
| New | +$681K | 0.52% | 24 |
|