Lucia Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $224K | Sell |
3,183
-524
| -14% | -$36.9K | 0.05% | 115 |
|
|
2020
Q2 | $262K | Sell |
3,707
-32,657
| -90% | -$2.31M | 0.07% | 113 |
|
|
2020
Q1 | $2.57M | Sell |
36,364
-37,979
| -51% | -$2.68M | 0.85% | 24 |
|
|
2019
Q4 | $4.9M | Sell |
74,343
-2,185
| -3% | -$144K | 1.5% | 18 |
|
|
2019
Q3 | $5.1M | Sell |
76,528
-2,588
| -3% | -$173K | 1.7% | 19 |
|
|
2019
Q2 | $5.22M | Buy |
79,116
+68,746
| +663% | +$4.53M | 1.8% | 20 |
|
|
2019
Q1 | $669K | Buy |
10,370
+1,159
| +13% | +$74.8K | 0.23% | 83 |
|
|
2018
Q4 | $585K | Sell |
9,211
-3,049
| -25% | -$194K | 0.28% | 70 |
|
|
2018
Q3 | $761K | Buy |
+12,260
| New | +$761K | 0.24% | 90 |
|