Elevate 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 | Sell |
181,947
-24,778
| -12% | -$1.48M | 7.74% | 2 |
|
|
2025
Q1 | $12.3M | Buy |
206,725
+2,321
| +1% | +$138K | 8.7% | 2 |
|
|
2024
Q4 | $11.9M | Buy |
204,404
+2,249
| +1% | +$130K | 8.89% | 2 |
|
|
2024
Q3 | $12.2M | Buy |
202,155
+5,533
| +3% | +$334K | 9.07% | 2 |
|
|
2024
Q2 | $11.4M | Buy |
196,622
+14,108
| +8% | +$822K | 9.29% | 2 |
|
|
2024
Q1 | $10.7M | Sell |
182,514
-9,509
| -5% | -$557K | 9.3% | 2 |
|
|
2023
Q4 | $11.4M | Buy |
+192,023
| New | +$11.4M | 10.44% | 1 |
|