Holistic Planning’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 Q2	$795K	Buy	13,299 +233	+2%	+$13.9K	0.23%	79
2025 Q1	$776K	Sell	13,066 -153	-1%	-$9.09K	0.26%	73
2024 Q4	$767K	Buy	+13,219	New	+$767K	0.28%	70