Global Wealth Management Investment Advisory’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 | $3.96M | Sell |
66,128
-24,802
| -27% | -$1.48M | 0.74% | 50 |
|
2025
Q1 | $5.4M | Sell |
90,930
-3,925
| -4% | -$233K | 1.08% | 24 |
|
2024
Q4 | $5.5M | Buy |
94,855
+4,997
| +6% | +$290K | 1.13% | 21 |
|
2024
Q3 | $5.43M | Buy |
89,858
+3,670
| +4% | +$222K | 1.17% | 22 |
|
2024
Q2 | $5.02M | Buy |
86,188
+64,746
| +302% | +$3.77M | 1.17% | 21 |
|
2024
Q1 | $1.26M | Sell |
21,442
-712
| -3% | -$41.7K | 0.31% | 84 |
|
2023
Q4 | $1.31M | Sell |
22,154
-2,812
| -11% | -$167K | 0.34% | 78 |
|
2023
Q3 | $1.43M | Sell |
24,966
-521
| -2% | -$29.8K | 0.4% | 71 |
|
2023
Q2 | $1.5M | Sell |
25,487
-1,462
| -5% | -$85.8K | 0.41% | 67 |
|
2023
Q1 | $1.62M | Sell |
26,949
-4,047
| -13% | -$243K | 0.49% | 63 |
|
2022
Q4 | $1.81M | Sell |
30,996
-378
| -1% | -$22.1K | 0.59% | 59 |
|
2022
Q3 | $1.83M | Sell |
31,374
-2,077
| -6% | -$121K | 0.65% | 58 |
|
2022
Q2 | $2.05M | Sell |
33,451
-16,992
| -34% | -$1.04M | 0.69% | 52 |
|
2022
Q1 | $3.17M | Sell |
50,443
-5,674
| -10% | -$357K | 0.95% | 35 |
|
2021
Q4 | $3.73M | Sell |
56,117
-4,255
| -7% | -$283K | 1.12% | 25 |
|
2021
Q3 | $4.08M | Sell |
60,372
-4,817
| -7% | -$325K | 1.29% | 22 |
|
2021
Q2 | $4.42M | Buy |
65,189
+10,871
| +20% | +$737K | 1.47% | 20 |
|
2021
Q1 | $3.65M | Buy |
54,318
+2,615
| +5% | +$176K | 1.32% | 24 |
|
2020
Q4 | $3.59M | Buy |
51,703
+8,241
| +19% | +$572K | 1.39% | 22 |
|
2020
Q3 | $3.06M | Buy |
43,462
+949
| +2% | +$66.9K | 1.33% | 22 |
|
2020
Q2 | $3M | Sell |
42,513
-20,346
| -32% | -$1.44M | 1.28% | 25 |
|
2020
Q1 | $4.44M | Buy |
62,859
+445
| +0.7% | +$31.4K | 2.24% | 10 |
|
2019
Q4 | $4.11M | Buy |
62,414
+1,595
| +3% | +$105K | 1.74% | 16 |
|
2019
Q3 | $4.06M | Buy |
60,819
+17,197
| +39% | +$1.15M | 1.85% | 15 |
|
2019
Q2 | $2.88M | Buy |
43,622
+4,834
| +12% | +$319K | 1.39% | 20 |
|
2019
Q1 | $2.5M | Buy |
38,788
+5,693
| +17% | +$367K | 1.3% | 26 |
|
2018
Q4 | $2.1M | Buy |
+33,095
| New | +$2.1M | 1.22% | 21 |
|