Evolution Wealth Advisors’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 | $625K | Hold |
10,449
| – | – | 0.09% | 88 |
|
|
2025
Q1 | $621K | Hold |
10,449
| – | – | 0.1% | 82 |
|
|
2024
Q4 | $606K | Sell |
10,449
-1,003
| -9% | -$58.2K | 0.1% | 78 |
|
|
2024
Q3 | $692K | Buy |
11,452
+2,513
| +28% | +$152K | 0.12% | 71 |
|
|
2024
Q2 | $521K | Hold |
8,939
| – | – | 0.1% | 79 |
|
|
2024
Q1 | $523K | Buy |
8,939
+689
| +8% | +$40.3K | 0.1% | 78 |
|
|
2023
Q4 | $489K | Hold |
8,250
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $471K | Hold |
8,250
| – | – | 0.11% | 77 |
|
|
2023
Q2 | $484K | Hold |
8,250
| – | – | 0.11% | 74 |
|
|
2023
Q1 | $495K | Sell |
8,250
-191
| -2% | -$11.5K | 0.12% | 70 |
|
|
2022
Q4 | $494K | Buy |
8,441
+191
| +2% | +$11.2K | 0.12% | 72 |
|
|
2022
Q3 | $481K | Buy |
+8,250
| New | +$481K | 0.13% | 68 |
|