Kovitz Investment Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6M | Sell |
1,079,310
-137,627
| -11% | -$8.23M | 0.28% | 81 |
|
|
2025
Q1 | $72.3M | Sell |
1,216,937
-108,172
| -8% | -$6.43M | 0.36% | 71 |
|
|
2024
Q4 | $76.9M | Buy |
1,325,109
+186,283
| +16% | +$10.8M | 0.38% | 70 |
|
|
2024
Q3 | $68.1M | Buy |
+1,138,826
| New | +$68.1M | 0.48% | 50 |
|
|
2020
Q4 | – | Sell |
-8,264
| Closed | -$582K | – | 408 |
|
|
2020
Q3 | $582K | Buy |
+8,264
| New | +$582K | 0.02% | 306 |
|