IWS
Integrity Wealth Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,715
| Closed | -$853K | – | 109 |
|
2024
Q4 | $853K | Buy |
14,715
+1,642
| +13% | +$95.2K | 0.48% | 48 |
|
2024
Q3 | $790K | Sell |
13,073
-7,595
| -37% | -$459K | 0.46% | 47 |
|
2024
Q2 | $1.2M | Buy |
20,668
+5,658
| +38% | +$329K | 0.78% | 39 |
|
2024
Q1 | $879K | Sell |
15,010
-15,045
| -50% | -$881K | 0.57% | 44 |
|
2023
Q4 | $1.78M | Buy |
+30,055
| New | +$1.78M | 1.23% | 30 |
|