LifePlan Financial Group’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
Q3 | $5.94M | Buy |
84,279
+1,088
| +1% | +$76.7K | 2.56% | 8 |
|
|
2020
Q2 | $5.87M | Sell |
83,191
-7,340
| -8% | -$518K | 2.68% | 6 |
|
|
2020
Q1 | $6.39M | Buy |
90,531
+10,811
| +14% | +$763K | 3.46% | 4 |
|
|
2019
Q4 | $5.25M | Buy |
79,720
+30,505
| +62% | +$2.01M | 2.34% | 13 |
|
|
2019
Q3 | $3.28M | Buy |
49,215
+4,458
| +10% | +$297K | 1.54% | 22 |
|
|
2019
Q2 | $2.95M | Buy |
44,757
+13,008
| +41% | +$858K | 1.42% | 22 |
|
|
2019
Q1 | $2.05M | Buy |
31,749
+11,500
| +57% | +$741K | 1.09% | 29 |
|
|
2018
Q4 | $1.29M | Sell |
20,249
-2,582
| -11% | -$164K | 0.8% | 34 |
|
|
2018
Q3 | $1.42M | Sell |
22,831
-324
| -1% | -$20.1K | 0.77% | 35 |
|
|
2018
Q2 | $1.45M | Buy |
23,155
+2,973
| +15% | +$186K | 0.81% | 34 |
|
|
2018
Q1 | $1.27M | Buy |
20,182
+807
| +4% | +$50.8K | 0.74% | 32 |
|
|
2017
Q4 | $1.25M | Hold |
19,375
| – | – | 0.8% | 34 |
|
|
2017
Q3 | $1.25M | Buy |
19,375
+7,357
| +61% | +$476K | 0.8% | 34 |
|
|
2017
Q2 | $777K | Buy |
12,018
+851
| +8% | +$55K | 0.53% | 43 |
|
|
2017
Q1 | $718K | Sell |
11,167
-2,156
| -16% | -$139K | 0.5% | 46 |
|
|
2016
Q4 | $852K | Buy |
13,323
+514
| +4% | +$32.9K | 0.6% | 51 |
|
|
2016
Q3 | $855K | Buy |
12,809
+2,856
| +29% | +$191K | 0.59% | 44 |
|
|
2016
Q2 | $669K | Buy |
9,953
+2,249
| +29% | +$151K | 0.46% | 47 |
|
|
2016
Q1 | $511K | Buy |
7,704
+1,630
| +27% | +$108K | 0.36% | 49 |
|
|
2015
Q4 | $391K | Sell |
6,074
-890
| -13% | -$57.3K | 0.28% | 56 |
|
|
2015
Q3 | $456K | Buy |
6,964
+3,583
| +106% | +$235K | 0.33% | 54 |
|
|
2015
Q2 | $218K | Buy |
+3,381
| New | +$218K | 0.15% | 89 |
|
|
2014
Q2 | – | Sell |
-824
| Closed | -$52K | – | 212 |
|
|
2014
Q1 | $52K | Buy |
+824
| New | +$52K | 0.04% | 118 |
|