EPA
Element Pointe Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,945
| Closed | -$207K | – | 112 |
|
2020
Q2 | $207K | Sell |
2,945
-15,995
| -84% | -$1.12M | 0.11% | 88 |
|
2020
Q1 | $1.34M | Sell |
18,940
-3,525
| -16% | -$249K | 0.81% | 16 |
|
2019
Q4 | $1.48M | Sell |
22,465
-1,280
| -5% | -$84.4K | 0.78% | 20 |
|
2019
Q3 | $1.58M | Buy |
23,745
+2,010
| +9% | +$134K | 0.92% | 18 |
|
2019
Q2 | $1.43M | Buy |
+21,735
| New | +$1.43M | 0.81% | 20 |
|
2019
Q1 | – | Sell |
-21,555
| Closed | -$1.37M | – | 98 |
|
2018
Q4 | $1.37M | Buy |
+21,555
| New | +$1.37M | 0.86% | 19 |
|