Elm Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,500
| Closed | -$979K | – | 35 |
|
|
2021
Q3 | $979K | Sell |
14,500
-7,500
| -34% | -$506K | 0.13% | 30 |
|
|
2021
Q2 | $1.49M | Hold |
22,000
| – | – | 0.2% | 27 |
|
|
2021
Q1 | $1.48M | Hold |
22,000
| – | – | 0.21% | 28 |
|
|
2020
Q4 | $1.53M | Hold |
22,000
| – | – | 0.23% | 33 |
|
|
2020
Q3 | $1.55M | Hold |
22,000
| – | – | 0.26% | 33 |
|
|
2020
Q2 | $1.55M | Buy |
+22,000
| New | +$1.55M | 0.28% | 33 |
|
|
2020
Q1 | – | Sell |
-22,000
| Closed | -$1.47M | – | 42 |
|
|
2019
Q4 | $1.47M | Hold |
22,000
| – | – | 0.32% | 31 |
|
|
2019
Q3 | $1.47M | Hold |
22,000
| – | – | 0.33% | 30 |
|
|
2019
Q2 | $1.45M | Sell |
22,000
-21,000
| -49% | -$1.39M | 0.32% | 31 |
|
|
2019
Q1 | $2.77M | Buy |
+43,000
| New | +$2.77M | 0.74% | 27 |
|