MSWM
Mader & Shannon Wealth Management’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 |
-214,218
| Closed | -$13.5M | – | 25 |
|
|
2022
Q1 | $13.5M | Sell |
214,218
-2,551
| -1% | -$160K | 7.31% | 3 |
|
|
2021
Q4 | $14.4M | Buy |
216,769
+842
| +0.4% | +$56K | 7.97% | 3 |
|
|
2021
Q3 | $14.6M | Sell |
215,927
-3,556
| -2% | -$240K | 9.32% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
219,483
+581
| +0.3% | +$39.4K | 7.67% | 3 |
|
|
2021
Q1 | $14.7M | Buy |
218,902
+15,659
| +8% | +$1.05M | 8.61% | 3 |
|
|
2020
Q4 | $14.1M | Sell |
203,243
-51,162
| -20% | -$3.55M | 9.35% | 3 |
|
|
2020
Q3 | $17.9M | Buy |
254,405
+598
| +0.2% | +$42.1K | 14.02% | 3 |
|
|
2020
Q2 | $17.9M | Buy |
253,807
+9,925
| +4% | +$700K | 14.58% | 3 |
|
|
2020
Q1 | $17.2M | Sell |
243,882
-3,115
| -1% | -$220K | 15.22% | 4 |
|
|
2019
Q4 | $16.3M | Buy |
246,997
+6,881
| +3% | +$453K | 13.11% | 4 |
|
|
2019
Q3 | $16M | Sell |
240,116
-2,930
| -1% | -$195K | 12.68% | 4 |
|
|
2019
Q2 | $16M | Sell |
243,046
-6,177
| -2% | -$407K | 13.63% | 5 |
|
|
2019
Q1 | $16.1M | Sell |
249,223
-105,911
| -30% | -$6.83M | 14.41% | 4 |
|
|
2018
Q4 | $23.7M | Buy |
+355,134
| New | +$23.7M | 19.35% | 2 |
|