Lloyd Advisory Services’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 | – | Sell |
-7,086
| Closed | -$421K | – | 118 |
|
|
2025
Q1 | $421K | Buy |
7,086
+1,820
| +35% | +$108K | 0.21% | 59 |
|
|
2024
Q4 | $305K | Sell |
5,266
-1,445
| -22% | -$83.8K | 0.14% | 71 |
|
|
2024
Q3 | $405K | Buy |
6,711
+1,518
| +29% | +$91.7K | 0.2% | 61 |
|
|
2024
Q2 | $302K | Buy |
+5,193
| New | +$302K | 0.14% | 71 |
|
|
2024
Q1 | – | Sell |
-4,105
| Closed | -$244K | – | 183 |
|
|
2023
Q4 | $244K | Buy |
+4,105
| New | +$244K | 0.12% | 111 |
|
|
2022
Q2 | – | Sell |
-4,910
| Closed | -$309K | – | 559 |
|
|
2022
Q1 | $309K | Sell |
4,910
-7,661
| -61% | -$482K | 0.14% | 65 |
|
|
2021
Q4 | $836K | Buy |
12,571
+7,649
| +155% | +$509K | 0.39% | 34 |
|
|
2021
Q3 | $332K | Sell |
4,922
-96
| -2% | -$6.48K | 0.17% | 47 |
|
|
2021
Q2 | $340K | Buy |
5,018
+767
| +18% | +$52K | 0.17% | 49 |
|
|
2021
Q1 | $286K | Buy |
4,251
+184
| +5% | +$12.4K | 0.16% | 46 |
|
|
2020
Q4 | $282K | Buy |
4,067
+415
| +11% | +$28.8K | 0.15% | 42 |
|
|
2020
Q3 | $257K | Sell |
3,652
-32
| -0.9% | -$2.25K | 0.16% | 39 |
|
|
2020
Q2 | $260K | Sell |
3,684
-1,282
| -26% | -$90.5K | 0.16% | 43 |
|
|
2020
Q1 | $350K | Buy |
4,966
+656
| +15% | +$46.2K | 0.26% | 33 |
|
|
2019
Q4 | $284K | Buy |
+4,310
| New | +$284K | 0.26% | 55 |
|