Keystone Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.2M | Buy |
50,912
+778
| +2% | +$48.9K | 1.5% | 11 |
|
|
2021
Q4 | $3.33M | Buy |
50,134
+8,807
| +21% | +$585K | 1.47% | 13 |
|
|
2021
Q3 | $2.79M | Buy |
41,327
+2,509
| +6% | +$170K | 1.54% | 11 |
|
|
2021
Q2 | $2.63M | Buy |
38,818
+769
| +2% | +$52.1K | 1.57% | 12 |
|
|
2021
Q1 | $2.56M | Buy |
38,049
+6,713
| +21% | +$451K | 1.72% | 10 |
|
|
2020
Q4 | $2.18M | Buy |
+31,336
| New | +$2.18M | 1.73% | 10 |
|