Jones Financial Companies’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 | $15.8M | Buy |
264,909
+38,910
| +17% | +$2.32M | 0.01% | 296 |
|
|
2025
Q1 | $13.4M | Buy |
225,999
+26,473
| +13% | +$1.57M | 0.01% | 274 |
|
|
2024
Q4 | $11.6M | Buy |
199,526
+42,663
| +27% | +$2.47M | 0.01% | 240 |
|
|
2024
Q3 | $9.49M | Buy |
156,863
+10,009
| +7% | +$606K | 0.01% | 215 |
|
|
2024
Q2 | $8.55M | Buy |
146,854
+3,438
| +2% | +$200K | 0.01% | 160 |
|
|
2024
Q1 | $8.4M | Buy |
143,416
+10,405
| +8% | +$609K | 0.01% | 126 |
|
|
2023
Q4 | $7.89M | Buy |
133,011
+9,285
| +8% | +$551K | 0.01% | 118 |
|
|
2023
Q3 | $7.07M | Buy |
123,726
+1,737
| +1% | +$99.3K | 0.01% | 113 |
|
|
2023
Q2 | $7.16M | Buy |
121,989
+11,210
| +10% | +$658K | 0.01% | 114 |
|
|
2023
Q1 | $6.64M | Sell |
110,779
-26,986
| -20% | -$1.62M | 0.01% | 118 |
|
|
2022
Q4 | $8.06M | Buy |
137,765
+22,532
| +20% | +$1.32M | 0.01% | 108 |
|
|
2022
Q3 | $6.72M | Buy |
115,233
+109,900
| +2,061% | +$6.41M | 0.01% | 103 |
|
|
2022
Q2 | $326K | Buy |
5,333
+2,220
| +71% | +$136K | ﹤0.01% | 208 |
|
|
2022
Q1 | $196K | Sell |
3,113
-615
| -16% | -$38.7K | ﹤0.01% | 250 |
|
|
2021
Q4 | $248K | Buy |
3,728
+615
| +20% | +$40.9K | ﹤0.01% | 232 |
|
|
2021
Q3 | $210K | Hold |
3,113
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $211K | Hold |
3,113
| – | – | ﹤0.01% | 222 |
|
|
2021
Q1 | $209K | Buy |
3,113
+1,333
| +75% | +$89.5K | ﹤0.01% | 222 |
|
|
2020
Q4 | $124K | Buy |
+1,780
| New | +$124K | ﹤0.01% | 233 |
|