Lucia Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$224K Sell
2020
Q2
$262K Sell
2020
Q1
$2.56M Sell
2019
Q4
$4.9M Sell
2019
Q3
$5.1M Sell
2019
Q2
$5.22M Buy
2019
Q1
$669K Buy
2018
Q4
$585K Sell
2018
Q3
$761K Buy