Geneos 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 | $36.5K | Sell |
611
-1,653
| -73% | -$98.9K | ﹤0.01% | 1735 |
|
|
2025
Q1 | $134K | Buy |
2,264
+1,653
| +271% | +$98.2K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $35.4K | Sell |
611
-476
| -44% | -$27.6K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $65.7K | Buy |
1,087
+516
| +90% | +$31.2K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $33.2K | Buy |
571
+553
| +3,072% | +$32.2K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $1.05K | Sell |
18
-1,777
| -99% | -$104K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $106K | Buy |
1,795
+20
| +1% | +$1.19K | 0.01% | 821 |
|
|
2023
Q3 | $101K | Buy |
1,775
+325
| +22% | +$18.6K | 0.01% | 868 |
|
|
2023
Q2 | $85.1K | Buy |
1,450
+1,432
| +7,956% | +$84K | ﹤0.01% | 920 |
|
|
2023
Q1 | $1.08K | Sell |
18
-130
| -88% | -$7.79K | ﹤0.01% | 1982 |
|
|
2022
Q4 | $8.67K | Buy |
+148
| New | +$8.67K | ﹤0.01% | 1565 |
|
|
2022
Q1 | – | Sell |
-1,458
| Closed | -$96K | – | 2995 |
|
|
2021
Q4 | $96K | Buy |
+1,458
| New | +$96K | ﹤0.01% | 1189 |
|
|
2020
Q2 | – | Sell |
-166
| Closed | -$11K | – | 2632 |
|
|
2020
Q1 | $11K | Buy |
+166
| New | +$11K | ﹤0.01% | 1792 |
|