Leicht Financial Planning & 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-37,340
| Closed | -$2.63M | – | 58 |
|
2020
Q1 | $2.63M | Sell |
37,340
-180,067
| -83% | -$12.7M | 2.55% | 11 |
|
2019
Q4 | $14.3M | Buy |
217,407
+143,854
| +196% | +$9.48M | 13.04% | 1 |
|
2019
Q3 | $4.9M | Buy |
73,553
+11,126
| +18% | +$742K | 4.68% | 8 |
|
2019
Q2 | $4.12M | Buy |
62,427
+15,841
| +34% | +$1.04M | 4.03% | 10 |
|
2019
Q1 | $3M | Buy |
46,586
+10,617
| +30% | +$685K | 3.1% | 11 |
|
2018
Q4 | $2.29M | Buy |
35,969
+10,311
| +40% | +$655K | 3.02% | 13 |
|
2018
Q3 | $1.59M | Buy |
25,658
+22,409
| +690% | +$1.39M | 1.89% | 19 |
|
2018
Q2 | $204K | Buy |
+3,249
| New | +$204K | 0.17% | 29 |
|