ECM
Evergreen Capital Management’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 | $604K | Hold |
10,095
| – | – | 0.02% | 486 |
|
|
2025
Q1 | $600K | Hold |
10,095
| – | – | 0.02% | 444 |
|
|
2024
Q4 | $586K | Sell |
10,095
-1,050
| -9% | -$60.9K | 0.02% | 459 |
|
|
2024
Q3 | $673K | Sell |
11,145
-54
| -0.5% | -$3.26K | 0.02% | 416 |
|
|
2024
Q2 | $652K | Sell |
11,199
-167
| -1% | -$9.72K | 0.02% | 400 |
|
|
2024
Q1 | $665K | Buy |
11,366
+167
| +1% | +$9.78K | 0.03% | 370 |
|
|
2023
Q4 | $664K | Buy |
11,199
+4,000
| +56% | +$237K | 0.03% | 361 |
|
|
2023
Q3 | $411K | Sell |
7,199
-1,000
| -12% | -$57.2K | 0.02% | 441 |
|
|
2023
Q2 | $481K | Buy |
+8,199
| New | +$481K | 0.02% | 399 |
|
|
2021
Q3 | – | Sell |
-11,927
| Closed | -$809K | – | 596 |
|
|
2021
Q2 | $809K | Buy |
11,927
+751
| +7% | +$50.9K | 0.04% | 285 |
|
|
2021
Q1 | $751K | Sell |
11,176
-265
| -2% | -$17.8K | 0.04% | 277 |
|
|
2020
Q4 | $794K | Sell |
11,441
-370
| -3% | -$25.7K | 0.05% | 242 |
|
|
2020
Q3 | $832K | Sell |
11,811
-5,528
| -32% | -$389K | 0.06% | 216 |
|
|
2020
Q2 | $1.22M | Sell |
17,339
-156,211
| -90% | -$11M | 0.09% | 176 |
|
|
2020
Q1 | $12.2M | Sell |
173,550
-156,945
| -47% | -$11.1M | 1.14% | 22 |
|
|
2019
Q4 | $21.8M | Sell |
330,495
-3,554
| -1% | -$234K | 1.81% | 8 |
|
|
2019
Q3 | $22.3M | Buy |
334,049
+3,566
| +1% | +$238K | 2.08% | 8 |
|
|
2019
Q2 | $21.8M | Buy |
330,483
+142,853
| +76% | +$9.42M | 2.08% | 8 |
|
|
2019
Q1 | $12.1M | Buy |
187,630
+17,260
| +10% | +$1.11M | 1.21% | 14 |
|
|
2018
Q4 | $10.8M | Buy |
+170,370
| New | +$10.8M | 1.13% | 17 |
|