Greystone Financial Group’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
2023
Q2
Sell
-7,344
Closed -$440K 116
2023
Q1
$440K Sell
7,344
-219,953
-97% -$13.2M 0.11% 84
2022
Q4
$13.3M Buy
227,297
+4,505
+2% +$263K 3.91% 3
2022
Q3
$13M Buy
+222,792
New +$13M 4.41% 2