Family Wealth Partners’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 | $14.6M | Buy |
243,686
+6,812
| +3% | +$407K | 5.83% | 3 |
|
|
2025
Q1 | $14.1M | Buy |
236,874
+19,467
| +9% | +$1.16M | 6.42% | 3 |
|
|
2024
Q4 | $12.6M | Buy |
217,407
+36,974
| +20% | +$2.14M | 5.99% | 3 |
|
|
2024
Q3 | $10.9M | Sell |
180,433
-1,144
| -0.6% | -$69.1K | 5.58% | 3 |
|
|
2024
Q2 | $10.6M | Buy |
181,577
+24,087
| +15% | +$1.4M | 5.49% | 3 |
|
|
2024
Q1 | $9.22M | Buy |
157,490
+62,741
| +66% | +$3.67M | 5.23% | 3 |
|
|
2023
Q4 | $5.62M | Buy |
+94,749
| New | +$5.62M | 4.34% | 6 |
|