Kingswood Wealth Advisors’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 | $569K | Buy |
9,521
+5,199
| +120% | +$311K | 0.05% | 378 |
|
|
2025
Q1 | $257K | Sell |
4,322
-54,479
| -93% | -$3.24M | 0.02% | 600 |
|
|
2024
Q4 | $3.41M | Sell |
58,801
-1,017
| -2% | -$59K | 0.26% | 80 |
|
|
2024
Q3 | $3.61M | Buy |
59,818
+51,334
| +605% | +$3.1M | 0.26% | 87 |
|
|
2024
Q2 | $494K | Sell |
8,484
-4
| -0% | -$233 | 0.04% | 395 |
|
|
2024
Q1 | $497K | Sell |
8,488
-32
| -0.4% | -$1.87K | 0.06% | 349 |
|
|
2023
Q4 | $505K | Buy |
8,520
+295
| +4% | +$17.5K | 0.06% | 345 |
|
|
2023
Q3 | $470K | Buy |
+8,225
| New | +$470K | 0.08% | 259 |
|