Lauterbach Financial 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 | $1.04M | Buy |
17,341
+998
| +6% | +$59.7K | 0.57% | 27 |
|
|
2025
Q1 | $971K | Sell |
16,343
-4
| -0% | -$238 | 0.6% | 25 |
|
|
2024
Q4 | $948K | Buy |
16,347
+1,760
| +12% | +$102K | 0.58% | 25 |
|
|
2024
Q3 | $881K | Buy |
14,587
+2,539
| +21% | +$153K | 0.54% | 26 |
|
|
2024
Q2 | $725K | Buy |
12,048
+316
| +3% | +$19K | 0.48% | 25 |
|
|
2024
Q1 | $687K | Buy |
11,732
+1,307
| +13% | +$76.5K | 0.45% | 28 |
|
|
2023
Q4 | $618K | Sell |
10,425
-240
| -2% | -$14.2K | 0.43% | 27 |
|
|
2023
Q3 | $609K | Buy |
10,665
+1
| +0% | +$57 | 0.48% | 26 |
|
|
2023
Q2 | $626K | Sell |
10,664
-4,268
| -29% | -$250K | 0.48% | 25 |
|
|
2023
Q1 | $895K | Sell |
14,932
-2,302
| -13% | -$138K | 0.72% | 18 |
|
|
2022
Q4 | $1.01M | Sell |
17,234
-615
| -3% | -$36K | 0.9% | 16 |
|
|
2022
Q3 | $1.04M | Sell |
17,849
-8,770
| -33% | -$511K | 1.06% | 13 |
|
|
2022
Q2 | $1.63M | Buy |
26,619
+776
| +3% | +$47.5K | 1.55% | 9 |
|
|
2022
Q1 | $1.63M | Buy |
25,843
+134
| +0.5% | +$8.43K | 1.48% | 11 |
|
|
2021
Q4 | $1.71M | Buy |
+25,709
| New | +$1.71M | 1.51% | 11 |
|