GeoWealth 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 | $522K | Sell |
8,728
-16,880
| -66% | -$1.01M | 0.02% | 394 |
|
|
2025
Q1 | $1.52M | Buy |
25,608
+20,077
| +363% | +$1.19M | 0.06% | 194 |
|
|
2024
Q4 | $321K | Sell |
5,531
-15,706
| -74% | -$911K | 0.01% | 604 |
|
|
2024
Q3 | $1.28M | Buy |
21,237
+14,232
| +203% | +$860K | 0.05% | 252 |
|
|
2024
Q2 | $408K | Buy |
7,005
+1,227
| +21% | +$71.4K | 0.02% | 488 |
|
|
2024
Q1 | $338K | Sell |
5,778
-1,413
| -20% | -$82.7K | 0.01% | 540 |
|
|
2023
Q4 | $426K | Sell |
7,191
-849
| -11% | -$50.3K | 0.04% | 354 |
|
|
2023
Q3 | $459K | Sell |
8,040
-1,228
| -13% | -$70.1K | 0.05% | 210 |
|
|
2023
Q2 | $544K | Sell |
9,268
-5,996
| -39% | -$352K | 0.06% | 164 |
|
|
2023
Q1 | $915K | Sell |
15,264
-200
| -1% | -$12K | 0.11% | 103 |
|
|
2022
Q4 | $904K | Sell |
15,464
-151
| -1% | -$8.83K | 0.1% | 121 |
|
|
2022
Q3 | $910K | Sell |
15,615
-1,706
| -10% | -$99.4K | 0.1% | 121 |
|
|
2022
Q2 | $1.06M | Sell |
17,321
-355
| -2% | -$21.7K | 0.14% | 104 |
|
|
2022
Q1 | $1.11M | Sell |
17,676
-1,144
| -6% | -$72K | 0.1% | 136 |
|
|
2021
Q4 | $1.25M | Sell |
18,820
-392
| -2% | -$26.1K | 0.1% | 135 |
|
|
2021
Q3 | $1.3M | Buy |
19,212
+199
| +1% | +$13.4K | 0.11% | 144 |
|
|
2021
Q2 | $1.29M | Sell |
19,013
-1,815
| -9% | -$123K | 0.16% | 94 |
|
|
2021
Q1 | $1.4M | Buy |
20,828
+2,037
| +11% | +$137K | 0.22% | 76 |
|
|
2020
Q4 | $1.3M | Sell |
18,791
-4,457
| -19% | -$309K | 0.21% | 96 |
|
|
2020
Q3 | $1.64M | Buy |
+23,248
| New | +$1.64M | 0.5% | 64 |
|