Marietta Wealth Management’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 | $6.91M | Buy |
115,557
+1,564
| +1% | +$93.5K | 0.9% | 40 |
|
2025
Q1 | $6.77M | Buy |
113,993
+9,306
| +9% | +$553K | 0.99% | 42 |
|
2024
Q4 | $6.07M | Buy |
104,687
+7,908
| +8% | +$459K | 0.87% | 42 |
|
2024
Q3 | $5.85M | Sell |
96,779
-1,393
| -1% | -$84.2K | 0.85% | 53 |
|
2024
Q2 | $5.72M | Buy |
98,172
+4,263
| +5% | +$248K | 0.89% | 49 |
|
2024
Q1 | $5.5M | Buy |
93,909
+19,034
| +25% | +$1.11M | 0.91% | 50 |
|
2023
Q4 | $4.44M | Buy |
74,875
+11,138
| +17% | +$661K | 0.79% | 57 |
|
2023
Q3 | $3.64M | Buy |
63,737
+7,965
| +14% | +$455K | 0.72% | 66 |
|
2023
Q2 | $3.27M | Buy |
55,772
+6,757
| +14% | +$396K | 0.62% | 71 |
|
2023
Q1 | $2.94M | Buy |
49,015
+3,880
| +9% | +$233K | 0.62% | 70 |
|
2022
Q4 | $2.64M | Buy |
+45,135
| New | +$2.64M | 0.6% | 70 |
|