Icon Wealth Advisors’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 | $640K | Hold |
10,695
| – | – | 0.05% | 220 |
|
|
2025
Q1 | $635K | Hold |
10,695
| – | – | 0.05% | 189 |
|
|
2024
Q4 | $620K | Sell |
10,695
-2,201
| -17% | -$128K | 0.05% | 190 |
|
|
2024
Q3 | $779K | Buy |
+12,896
| New | +$779K | 0.06% | 161 |
|
|
2024
Q2 | – | Sell |
-13,059
| Closed | -$765K | – | 497 |
|
|
2024
Q1 | $765K | Buy |
13,059
+11,109
| +570% | +$650K | 0.07% | 158 |
|
|
2023
Q4 | $116K | Buy |
+1,950
| New | +$116K | 0.01% | 407 |
|
|
2022
Q4 | $256K | Buy |
4,381
+2,431
| +125% | +$142K | 0.03% | 276 |
|
|
2022
Q3 | $114K | Buy |
+1,950
| New | +$114K | 0.01% | 380 |
|