Focused Wealth Management’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
2024 Q4	–	Sell	-3,433	Closed	-$207K	–	260
2024 Q3	$207K	Sell	3,433 -211	-6%	-$12.6K	0.03%	190
2024 Q2	$212K	Sell	3,644 -273	-7%	-$15.8K	0.03%	170
2024 Q1	$229K	Sell	3,917 -402	-9%	-$23.6K	0.04%	149
2023 Q4	$256K	Sell	4,319 -11	-0.3%	-$634	0.04%	118
2023 Q3	$247K	Sell	4,330 -229	-5%	-$13.3K	0.04%	121
2023 Q2	$267K	Sell	4,559 -479	-10%	-$28.6K	0.05%	119
2023 Q1	$302K	Sell	5,038 -959	-16%	-$56.8K	0.06%	104
2022 Q4	$351K	Sell	5,997 -4,590	-43%	-$268K	0.07%	96
2022 Q3	$617K	Sell	10,587 -237,806	-96%	-$14.4M	0.13%	69
2022 Q2	$15.2M	Buy	248,393 +248,326	+370,636%	+$15.2M	2.76%	9
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	724
2021 Q4	$4K	Buy	67 +1	+2%	+$67	﹤0.01%	738
2021 Q3	$4K	Hold	66	–	–	﹤0.01%	756
2021 Q2	$4K	Hold	66	–	–	﹤0.01%	768
2021 Q1	$4K	Hold	66	–	–	﹤0.01%	758
2020 Q4	$5K	Buy	+66	New	+$4.62K	﹤0.01%	665