GWM
Gupta Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.89M | Sell |
73,810
-9,528
| -11% | -$632K | 1.15% | 15 |
|
|
2015
Q4 | $5.37M | Sell |
83,338
-26,981
| -24% | -$1.74M | 1.37% | 12 |
|
|
2015
Q3 | $7.23M | Sell |
110,319
-5,852
| -5% | -$383K | 1.76% | 12 |
|
|
2015
Q2 | $7.49M | Buy |
116,171
+13,278
| +13% | +$856K | 1.84% | 10 |
|
|
2015
Q1 | $6.73M | Buy |
+102,893
| New | +$6.73M | 1.98% | 7 |
|