LWP
Lumature Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63
| Closed | -$4K | – | 440 |
|
|
2022
Q1 | $4K | Sell |
63
-181
| -74% | -$11.5K | ﹤0.01% | 382 |
|
|
2021
Q4 | $16K | Hold |
244
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $16K | Hold |
244
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $17K | Sell |
244
-625
| -72% | -$43.5K | 0.01% | 273 |
|
|
2021
Q1 | $58K | Sell |
869
-1,232
| -59% | -$82.2K | 0.03% | 221 |
|
|
2020
Q4 | $146K | Buy |
+2,101
| New | +$146K | 0.14% | 126 |
|