Kathleen S. Wright Associates’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 | $120K | Hold |
2,000
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $119K | Hold |
2,000
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $116K | Sell |
2,000
-180
| -8% | -$10.4K | 0.05% | 121 |
|
|
2024
Q3 | $132K | Hold |
2,180
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $127K | Hold |
2,180
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $128K | Hold |
2,180
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $129K | Buy |
+2,180
| New | +$129K | 0.07% | 105 |
|