Heritage Wealth Management (Texas)’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
2024 Q4	–	Sell	-6,825	Closed	-$412K	–	38
2024 Q3	$412K	Buy	6,825 +5	+0.1%	+$302	0.24%	26
2024 Q2	$397K	Sell	6,820 -14,290	-68%	-$832K	0.25%	26
2024 Q1	$1.24M	Buy	21,110 +4,511	+27%	+$264K	0.8%	15
2023 Q4	$985K	Buy	+16,599	New	+$985K	0.69%	17