IIM
Ironwood Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,130
| Closed | -$999K | – | 172 |
|
|
2022
Q3 | $999K | Buy |
17,130
+4,047
| +31% | +$236K | 0.7% | 50 |
|
|
2022
Q2 | $800K | Buy |
13,083
+185
| +1% | +$11.3K | 0.53% | 63 |
|
|
2022
Q1 | $811K | Buy |
12,898
+1,819
| +16% | +$114K | 0.44% | 79 |
|
|
2021
Q4 | $736K | Sell |
11,079
-205
| -2% | -$13.6K | 0.36% | 93 |
|
|
2021
Q3 | $762K | Sell |
11,284
-295
| -3% | -$19.9K | 0.39% | 93 |
|
|
2021
Q2 | $785K | Sell |
11,579
-1,142
| -9% | -$77.4K | 0.4% | 91 |
|
|
2021
Q1 | $855K | Buy |
12,721
+82
| +0.6% | +$5.51K | 0.45% | 80 |
|
|
2020
Q4 | $877K | Sell |
12,639
-45
| -0.4% | -$3.12K | 0.51% | 72 |
|
|
2020
Q3 | $894K | Sell |
12,684
-5,537
| -30% | -$390K | 0.64% | 55 |
|
|
2020
Q2 | $1.29M | Buy |
18,221
+526
| +3% | +$37.1K | 1% | 27 |
|
|
2020
Q1 | $1.25M | Buy |
+17,695
| New | +$1.25M | 1.25% | 17 |
|