Heirloom 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
2023
Q4
Sell
-5,831
Closed -$333K 56
2023
Q3
$333K Buy
5,831
+804
+16% +$45.9K 0.15% 45
2023
Q2
$295K Buy
+5,027
New +$295K 0.13% 45
2023
Q1
Sell
-3,720
Closed -$218K 56
2022
Q4
$218K Buy
+3,720
New +$218K 0.14% 47