GSEP
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Golden State Equity Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Golden State Equity Partners’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-34,077
Closed -$2.02M – 479
2025
Q1 		$2.02M Sell
34,077
-8,063
-19% -$472K 0.4% 59
2024
Q4 		$2.44M Buy
+42,140
New +$2.48M 0.47% 48
2024
Q3 		– Sell
-36,365
Closed -$2.12M – 909
2024
Q2 		$2.12M Buy
+36,365
New +$2.1M 0.44% 45
2023
Q4 		$2.15M Buy
36,226
+26,584
+276% +$1.53M 0.52% 43
2023
Q3 		$551K Hold
9,642
– – 0.15% 155
2023
Q2 		$566K Buy
9,642
+288
+3% +$17.2K 0.16% 162
2023
Q1 		$561K Buy
+9,354
New +$554K 0.3% 87

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