Lifeworks 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
Q1
Sell
-9,983
Closed -$579K 338
2024
Q4
$579K Buy
9,983
+3,340
+50% +$194K 0.1% 153
2024
Q3
$401K Buy
+6,643
New +$401K 0.08% 190