HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $109K | Buy |
+1,838
| New | +$109K | ﹤0.01% | 514 |
|
|
2021
Q1 | – | Sell |
-26,100
| Closed | -$1.81M | – | 1197 |
|
|
2020
Q4 | $1.81M | Hold |
26,100
| – | – | 0.05% | 161 |
|
|
2020
Q3 | $1.84M | Buy |
26,100
+439
| +2% | +$30.9K | 0.06% | 148 |
|
|
2020
Q2 | $1.81M | Buy |
25,661
+14,388
| +128% | +$1.02M | 0.06% | 142 |
|
|
2020
Q1 | $795K | Sell |
11,273
-12,000
| -52% | -$846K | 0.03% | 184 |
|
|
2019
Q4 | $1.53M | Hold |
23,273
| – | – | 0.05% | 163 |
|
|
2019
Q3 | $1.55M | Sell |
23,273
-20,000
| -46% | -$1.33M | 0.05% | 158 |
|
|
2019
Q2 | $2.86M | Hold |
43,273
| – | – | 0.1% | 125 |
|
|
2019
Q1 | $2.79M | Buy |
+43,273
| New | +$2.79M | 0.11% | 123 |
|
|
2018
Q4 | – | Sell |
-43,273
| Closed | -$2.69M | – | 315 |
|
|
2018
Q3 | $2.69M | Hold |
43,273
| – | – | 0.12% | 118 |
|
|
2018
Q2 | $2.71M | Hold |
43,273
| – | – | 0.12% | 116 |
|
|
2018
Q1 | $2.73M | Sell |
43,273
-7,240
| -14% | -$456K | 0.11% | 123 |
|
|
2017
Q4 | $3.23M | Hold |
50,513
| – | – | 0.13% | 119 |
|
|
2017
Q3 | $3.27M | Hold |
50,513
| – | – | 0.14% | 112 |
|
|
2017
Q2 | $3.27M | Hold |
50,513
| – | – | 0.15% | 109 |
|
|
2017
Q1 | $3.25M | Buy |
+50,513
| New | +$3.25M | 0.15% | 108 |
|