HHRDM
H&H Retirement Design & Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,182
| Closed | -$421K | – | 85 |
|
|
2024
Q2 | $421K | Hold |
7,182
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $412K | Sell |
7,182
-106
| -1% | -$6.07K | 0.27% | 57 |
|
|
2023
Q4 | $427K | Sell |
7,288
-13
| -0.2% | -$762 | 0.27% | 44 |
|
|
2023
Q3 | $416K | Sell |
7,301
-31
| -0.4% | -$1.77K | 0.29% | 38 |
|
|
2023
Q2 | $433K | Sell |
7,332
-31
| -0.4% | -$1.83K | 0.29% | 38 |
|
|
2023
Q1 | $443K | Sell |
7,363
-72,706
| -91% | -$4.37M | 0.28% | 37 |
|
|
2022
Q4 | $4.79M | Buy |
80,069
+20,393
| +34% | +$1.22M | 4.04% | 4 |
|
|
2022
Q3 | $3.44M | Sell |
59,676
-12,713
| -18% | -$733K | 3.24% | 6 |
|
|
2022
Q2 | $4.51M | Sell |
72,389
-34,351
| -32% | -$2.14M | 3.29% | 6 |
|
|
2022
Q1 | $6.59M | Buy |
106,740
+4,918
| +5% | +$304K | 4.49% | 4 |
|
|
2021
Q4 | $6.58M | Buy |
+101,822
| New | +$6.58M | 4.16% | 4 |
|