Dynamic Advisor Solutions’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 | $2.73M | Buy |
45,683
+8,293
| +22% | +$496K | 0.08% | 240 |
|
|
2025
Q1 | $2.22M | Buy |
+37,390
| New | +$2.22M | 0.07% | 266 |
|
|
2024
Q4 | – | Sell |
-38,249
| Closed | -$2.31M | – | 872 |
|
|
2024
Q3 | $2.31M | Buy |
38,249
+3,303
| +9% | +$200K | 0.07% | 269 |
|
|
2024
Q2 | $2.03M | Buy |
34,946
+7,855
| +29% | +$457K | 0.06% | 287 |
|
|
2024
Q1 | $1.59M | Buy |
27,091
+316
| +1% | +$18.5K | 0.05% | 339 |
|
|
2023
Q4 | $1.58M | Sell |
26,775
-9,469
| -26% | -$558K | 0.06% | 320 |
|
|
2023
Q3 | $2.07M | Buy |
36,244
+1,175
| +3% | +$67.2K | 0.1% | 232 |
|
|
2023
Q2 | $2.06M | Buy |
35,069
+18,344
| +110% | +$1.08M | 0.11% | 215 |
|
|
2023
Q1 | $1M | Buy |
16,725
+165
| +1% | +$9.89K | 0.06% | 317 |
|
|
2022
Q4 | $968K | Buy |
+16,560
| New | +$968K | 0.07% | 287 |
|