HighMark 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
2024
Q1
Sell
-55
Closed -$3.28K 606
2023
Q4
$3.28K Hold
55
﹤0.01% 414
2023
Q3
$3.13K Buy
55
+1
+2% +$57 ﹤0.01% 408
2023
Q2
$3.19K Sell
54
-152
-74% -$8.98K ﹤0.01% 410
2023
Q1
$12.3K Buy
206
+23
+13% +$1.38K 0.01% 266
2022
Q4
$10.7K Buy
183
+38
+26% +$2.22K 0.01% 243
2022
Q3
$8K Buy
145
+1
+0.7% +$55 0.01% 278
2022
Q2
$9K Buy
144
+23
+19% +$1.44K 0.01% 267
2022
Q1
$8K Buy
121
+1
+0.8% +$66 0.01% 309
2021
Q4
$8K Buy
120
+19
+19% +$1.27K 0.01% 302
2021
Q3
$7K Buy
101
+26
+35% +$1.8K 0.01% 307
2021
Q2
$5K Buy
+75
New +$5K ﹤0.01% 377