Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $529K | Buy |
9,123
+2,223
| +32% | +$129K | 0.2% | 68 |
|
|
2024
Q3 | $417K | Buy |
6,900
+514
| +8% | +$31.1K | 0.16% | 77 |
|
|
2024
Q2 | $372K | Buy |
6,386
+1,874
| +42% | +$109K | 0.16% | 80 |
|
|
2024
Q1 | $264K | Sell |
4,512
-848
| -16% | -$49.7K | 0.12% | 106 |
|
|
2023
Q4 | $318K | Buy |
5,360
+300
| +6% | +$17.8K | 0.15% | 86 |
|
|
2023
Q3 | $289K | Hold |
5,060
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $297K | Buy |
5,060
+850
| +20% | +$49.9K | 0.15% | 91 |
|
|
2023
Q1 | $252K | Buy |
+4,210
| New | +$252K | 0.14% | 101 |
|
|
2021
Q4 | – | Sell |
-3,083
| Closed | -$208K | – | 133 |
|
|
2021
Q3 | $208K | Sell |
3,083
-285
| -8% | -$19.2K | 0.12% | 115 |
|
|
2021
Q2 | $228K | Sell |
3,368
-142
| -4% | -$9.61K | 0.13% | 104 |
|
|
2021
Q1 | $236K | Hold |
3,510
| – | – | 0.15% | 98 |
|
|
2020
Q4 | $245K | Buy |
+3,510
| New | +$245K | 0.17% | 85 |
|