Kingsview Wealth Management’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 | $1.1M | Sell |
18,331
-1,354
| -7% | -$81K | 0.02% | 560 |
|
2025
Q1 | $1.17M | Sell |
19,685
-5,877
| -23% | -$349K | 0.02% | 507 |
|
2024
Q4 | $1.48M | Sell |
25,562
-901,156
| -97% | -$52.3M | 0.03% | 461 |
|
2024
Q3 | $56M | Buy |
926,718
+162,735
| +21% | +$9.83M | 1.18% | 13 |
|
2024
Q2 | $44.5M | Buy |
763,983
+67,327
| +10% | +$3.92M | 1.05% | 17 |
|
2024
Q1 | $40.8M | Buy |
696,656
+55,572
| +9% | +$3.25M | 1.02% | 15 |
|
2023
Q4 | $38M | Buy |
641,084
+183,663
| +40% | +$10.9M | 1.14% | 12 |
|
2023
Q3 | $26.1M | Buy |
457,421
+118,166
| +35% | +$6.75M | 0.94% | 12 |
|
2023
Q2 | $19.9M | Sell |
339,255
-161
| -0% | -$9.44K | 0.78% | 20 |
|
2023
Q1 | $20.4M | Buy |
339,416
+17,630
| +5% | +$1.06M | 0.85% | 18 |
|
2022
Q4 | $18.8M | Buy |
321,786
+16,052
| +5% | +$939K | 0.82% | 21 |
|
2022
Q3 | $17.8M | Buy |
305,734
+130,023
| +74% | +$7.58M | 0.85% | 17 |
|
2022
Q2 | $10.7M | Buy |
175,711
+53,659
| +44% | +$3.28M | 0.51% | 38 |
|
2022
Q1 | $7.68M | Buy |
122,052
+10,203
| +9% | +$642K | 0.34% | 68 |
|
2021
Q4 | $7.44M | Buy |
111,849
+23,767
| +27% | +$1.58M | 0.31% | 70 |
|
2021
Q3 | $5.95M | Buy |
88,082
+28,683
| +48% | +$1.94M | 0.28% | 80 |
|
2021
Q2 | $4.02M | Buy |
59,399
+46,679
| +367% | +$3.16M | 0.2% | 121 |
|
2021
Q1 | $856K | Buy |
+12,720
| New | +$856K | 0.05% | 372 |
|
2017
Q3 | – | Sell |
-4,703
| Closed | -$304K | – | 297 |
|
2017
Q2 | $304K | Buy |
4,703
+369
| +9% | +$23.9K | 0.16% | 183 |
|
2017
Q1 | $279K | Buy |
+4,334
| New | +$279K | 0.17% | 185 |
|