EP Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.68M | Sell |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $5.17M | Sell |
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|
2021
Q2 | $8.04M | Sell |
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|
2021
Q1 | $13.1M | Sell |
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|
2020
Q4 | $18.6M | Buy |
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