Golden State Equity Partners’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 | – | Sell |
-34,077
| Closed | -$2.02M | – | 479 |
|
|
2025
Q1 | $2.02M | Sell |
34,077
-8,063
| -19% | -$479K | 0.4% | 59 |
|
|
2024
Q4 | $2.44M | Buy |
+42,140
| New | +$2.44M | 0.47% | 48 |
|
|
2024
Q3 | – | Sell |
-36,365
| Closed | -$2.12M | – | 912 |
|
|
2024
Q2 | $2.12M | Buy |
+36,365
| New | +$2.12M | 0.44% | 45 |
|
|
2023
Q4 | $2.15M | Buy |
36,226
+26,584
| +276% | +$1.58M | 0.52% | 43 |
|
|
2023
Q3 | $551K | Hold |
9,642
| – | – | 0.15% | 155 |
|
|
2023
Q2 | $566K | Buy |
9,642
+288
| +3% | +$16.9K | 0.16% | 162 |
|
|
2023
Q1 | $561K | Buy |
+9,354
| New | +$561K | 0.3% | 87 |
|