Golden State 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
$85.2K Sell
1,425
-1,346
-49% -$80.5K 0.01% 525
2025
Q1
$165K Sell
2,771
-387
-12% -$23K 0.02% 366
2024
Q4
$183K Buy
+3,158
New +$183K 0.03% 333
2019
Q4
Sell
-1,841
Closed -$123K 896
2019
Q3
$123K Hold
1,841
0.04% 284
2019
Q2
$121K Buy
+1,841
New +$121K 0.04% 308