FW
FirstPurpose Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.63M | Buy |
63,231
+8,516
| +16% | +$488K | 1.32% | 13 |
|
|
2023
Q4 | $3.25M | Buy |
54,715
+4,271
| +8% | +$253K | 1.24% | 15 |
|
|
2023
Q3 | $2.88M | Buy |
50,444
+4,177
| +9% | +$239K | 1.25% | 16 |
|
|
2023
Q2 | $2.71M | Buy |
46,267
+4,279
| +10% | +$251K | 1.16% | 17 |
|
|
2023
Q1 | $2.52M | Buy |
41,988
+4,945
| +13% | +$297K | 1.24% | 17 |
|
|
2022
Q4 | $2.17M | Buy |
37,043
+7,493
| +25% | +$438K | 1.21% | 19 |
|
|
2022
Q3 | $1.72M | Buy |
29,550
+1,828
| +7% | +$107K | 1.14% | 22 |
|
|
2022
Q2 | $1.7M | Buy |
27,722
+570
| +2% | +$34.9K | 1.14% | 21 |
|
|
2022
Q1 | $1.71M | Buy |
27,152
+7,586
| +39% | +$477K | 1.33% | 18 |
|
|
2021
Q4 | $1.3M | Buy |
+19,566
| New | +$1.3M | 0.82% | 20 |
|