Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $39.6K | Buy |
678
+339
| +100% | +$19.8K | 0.01% | 538 |
|
|
2022
Q3 | $20K | Buy |
339
+57
| +20% | +$3.36K | 0.01% | 534 |
|
|
2022
Q2 | $17.2K | Sell |
282
-70
| -20% | -$4.28K | 0.01% | 564 |
|
|
2022
Q1 | $22K | Buy |
+352
| New | +$22K | 0.01% | 582 |
|
|
2021
Q3 | $24K | Sell |
352
-30
| -8% | -$2.05K | 0.01% | 536 |
|
|
2021
Q2 | $26K | Sell |
382
-39
| -9% | -$2.65K | 0.01% | 526 |
|
|
2021
Q1 | $28K | Buy |
+421
| New | +$28K | 0.02% | 454 |
|