Forza Wealth Management’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 | $1.62M | Buy |
27,031
+9,531
| +54% | +$570K | 0.66% | 43 |
|
|
2025
Q1 | $1.04M | Hold |
17,500
| – | – | 0.47% | 53 |
|
|
2024
Q4 | $1.02M | Sell |
17,500
-433
| -2% | -$25.1K | 0.46% | 57 |
|
|
2024
Q3 | $1.08M | Hold |
17,933
| – | – | 0.5% | 55 |
|
|
2024
Q2 | $1.04M | Hold |
17,933
| – | – | 0.54% | 52 |
|
|
2024
Q1 | $1.05M | Hold |
17,933
| – | – | 0.55% | 55 |
|
|
2023
Q4 | $1.06M | Sell |
17,933
-46,691
| -72% | -$2.77M | 0.59% | 52 |
|
|
2023
Q3 | $3.69M | Hold |
64,624
| – | – | 1.91% | 7 |
|
|
2023
Q2 | $3.79M | Hold |
64,624
| – | – | 1.91% | 7 |
|
|
2023
Q1 | $3.87M | Hold |
64,624
| – | – | 2% | 7 |
|
|
2022
Q4 | $3.78M | Buy |
+64,624
| New | +$3.78M | 2.51% | 6 |
|