JFS 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 | $503K | Sell |
8,411
-2,162
| -20% | -$129K | 0.03% | 207 |
|
|
2025
Q1 | $628K | Buy |
10,573
+5,379
| +104% | +$320K | 0.04% | 178 |
|
|
2024
Q4 | $301K | Sell |
5,194
-453
| -8% | -$26.3K | 0.02% | 251 |
|
|
2024
Q3 | $341K | Buy |
5,647
+4,900
| +656% | +$296K | 0.02% | 238 |
|
|
2024
Q2 | $43.5K | Buy |
+747
| New | +$43.5K | ﹤0.01% | 444 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$534 | – | 2037 |
|
|
2023
Q4 | $534 | Buy |
+9
| New | +$534 | ﹤0.01% | 1793 |
|
|
2018
Q4 | – | Sell |
-286
| Closed | -$18K | – | 533 |
|
|
2018
Q3 | $18K | Buy |
+286
| New | +$18K | ﹤0.01% | 336 |
|
|
2017
Q2 | – | Sell |
-14,924
| Closed | -$954K | – | 450 |
|
|
2017
Q1 | $954K | Hold |
14,924
| – | – | 0.26% | 68 |
|
|
2016
Q4 | $954K | Buy |
+14,924
| New | +$954K | 0.26% | 68 |
|