FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $246K | Hold |
4,065
| – | – | 0.04% | 273 |
|
|
2024
Q2 | $237K | Hold |
4,065
| – | – | 0.04% | 265 |
|
|
2024
Q1 | $238K | Hold |
4,065
| – | – | 0.05% | 265 |
|
|
2023
Q4 | $241K | Sell |
4,065
-790
| -16% | -$46.9K | 0.05% | 248 |
|
|
2023
Q3 | $277K | Sell |
4,855
-72
| -1% | -$4.12K | 0.06% | 221 |
|
|
2023
Q2 | $288K | Hold |
4,927
| – | – | 0.07% | 215 |
|
|
2023
Q1 | $288K | Hold |
4,927
| – | – | 0.07% | 211 |
|
|
2022
Q4 | $288K | Hold |
4,927
| – | – | 0.07% | 213 |
|
|
2022
Q3 | $285K | Sell |
4,927
-848
| -15% | -$49.1K | 0.07% | 210 |
|
|
2022
Q2 | $357K | Buy |
5,775
+2,423
| +72% | +$150K | 0.09% | 192 |
|
|
2022
Q1 | $211K | Hold |
3,352
| – | – | 0.05% | 279 |
|
|
2021
Q4 | $223K | Sell |
3,352
-762
| -19% | -$50.7K | 0.05% | 270 |
|
|
2021
Q3 | $278K | Sell |
4,114
-730
| -15% | -$49.3K | 0.07% | 234 |
|
|
2021
Q2 | $328K | Buy |
4,844
+74
| +2% | +$5.01K | 0.09% | 205 |
|
|
2021
Q1 | $321K | Buy |
4,770
+2,878
| +152% | +$194K | 0.09% | 191 |
|
|
2020
Q4 | $131K | Buy |
1,892
+895
| +90% | +$62K | 0.04% | 325 |
|
|
2020
Q3 | $70 | Hold |
997
| – | – | 0.01% | 427 |
|
|
2020
Q2 | $70K | Buy |
+997
| New | +$70K | 0.03% | 411 |
|