Exencial 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
Q3 | $333K | Buy |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $239K | Buy |
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