IWA
IVC Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
5,331
-741
| -12% | -$44.3K | 0.16% | 119 |
|
|
2025
Q1 | $361K | Sell |
6,072
-402
| -6% | -$23.9K | 0.19% | 104 |
|
|
2024
Q4 | $375K | Buy |
6,474
+559
| +9% | +$32.4K | 0.21% | 93 |
|
|
2024
Q3 | $357K | Sell |
5,915
-659
| -10% | -$39.8K | 0.2% | 103 |
|
|
2024
Q2 | $383K | Buy |
6,574
+264
| +4% | +$15.4K | 0.21% | 101 |
|
|
2024
Q1 | $369K | Buy |
6,310
+5
| +0.1% | +$293 | 0.21% | 106 |
|
|
2023
Q4 | $374K | Buy |
6,305
+29
| +0.5% | +$1.72K | 0.23% | 95 |
|
|
2023
Q3 | $359K | Buy |
6,276
+483
| +8% | +$27.6K | 0.24% | 99 |
|
|
2023
Q2 | $340K | Buy |
5,793
+650
| +13% | +$38.1K | 0.22% | 105 |
|
|
2023
Q1 | $308K | Sell |
5,143
-127
| -2% | -$7.62K | 0.22% | 105 |
|
|
2022
Q4 | $308K | Sell |
5,270
-739
| -12% | -$43.2K | 0.23% | 107 |
|
|
2022
Q3 | $350K | Sell |
6,009
-41
| -0.7% | -$2.39K | 0.28% | 88 |
|
|
2022
Q2 | $370K | Sell |
6,050
-654
| -10% | -$40K | 0.29% | 87 |
|
|
2022
Q1 | $422K | Buy |
+6,704
| New | +$422K | 0.28% | 90 |
|