Kaufman Rossin Wealth’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
$3.66M Buy
61,202
+8,372
+16% +$501K 2.32% 10
2025
Q1
$3.14M Sell
52,830
-1,893
-3% -$112K 2.24% 10
2024
Q4
$3.17M Buy
+54,723
New +$3.17M 3.27% 10