Intelligent Financial Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,900
| Closed | -$111K | – | 96 |
|
2022
Q4 | $111K | Sell |
1,900
-62,828
| -97% | -$3.67M | 0.09% | 51 |
|
2022
Q3 | $3.77M | Buy |
64,728
+17,000
| +36% | +$991K | 3.96% | 9 |
|
2022
Q2 | $2.92M | Buy |
+47,728
| New | +$2.92M | 2.97% | 9 |
|
2022
Q1 | – | Sell |
-3,294
| Closed | -$219K | – | 116 |
|
2021
Q4 | $219K | Buy |
+3,294
| New | +$219K | 0.2% | 46 |
|