Foundations Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4M | Buy |
391,952
+6,856
| +2% | +$410K | 0.37% | 65 |
|
2025
Q1 | $22.9M | Buy |
385,096
+23,232
| +6% | +$1.38M | 0.42% | 61 |
|
2024
Q4 | $21M | Buy |
361,864
+19,605
| +6% | +$1.14M | 0.41% | 61 |
|
2024
Q3 | $20.7M | Buy |
342,259
+287,087
| +520% | +$17.3M | 0.43% | 56 |
|
2024
Q2 | $3.21M | Buy |
55,172
+11,621
| +27% | +$677K | 0.08% | 191 |
|
2024
Q1 | $2.55M | Buy |
43,551
+8,489
| +24% | +$497K | 0.07% | 215 |
|
2023
Q4 | $2.09M | Buy |
35,062
+8,641
| +33% | +$514K | 0.06% | 223 |
|
2023
Q3 | $1.51M | Buy |
26,421
+15,169
| +135% | +$867K | 0.05% | 245 |
|
2023
Q2 | $660K | Buy |
11,252
+7,591
| +207% | +$445K | 0.02% | 312 |
|
2023
Q1 | $219K | Sell |
3,661
-2,721
| -43% | -$163K | 0.01% | 457 |
|
2022
Q4 | $373K | Buy |
6,382
+1,812
| +40% | +$106K | 0.01% | 320 |
|
2022
Q3 | $266K | Sell |
4,570
-2,209
| -33% | -$129K | 0.01% | 339 |
|
2022
Q2 | $416K | Buy |
6,779
+324
| +5% | +$19.9K | 0.02% | 258 |
|
2022
Q1 | $398K | Buy |
+6,455
| New | +$398K | 0.02% | 223 |
|
2021
Q4 | – | Sell |
-4,490
| Closed | -$303K | – | 359 |
|
2021
Q3 | $303K | Sell |
4,490
-1,120
| -20% | -$75.6K | 0.01% | 248 |
|
2021
Q2 | $382K | Buy |
+5,610
| New | +$382K | 0.02% | 203 |
|
2020
Q4 | – | Sell |
-20,858
| Closed | -$1.47M | – | 201 |
|
2020
Q3 | $1.47M | Buy |
+20,858
| New | +$1.47M | 0.32% | 48 |
|