McLean Asset Management’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
2025 Q3	–	Sell	-6,237	Closed	-$371K	–	174
2025 Q2	$371K	Sell	6,237 -28	-0.4%	-$1.66K	0.1%	105
2025 Q1	$372K	Sell	6,265 -3,107	-33%	-$182K	0.12%	87
2024 Q4	$544K	Buy	9,372 +3,747	+67%	+$220K	0.16%	72
2024 Q3	$335K	Sell	5,625 -176	-3%	-$10.5K	0.1%	101
2024 Q2	$339K	Sell	5,801 -1,798	-24%	-$104K	0.11%	94
2024 Q1	$441K	Buy	7,599 +3,379	+80%	+$198K	0.15%	80
2023 Q4	$249K	Buy	4,220 +221	+6%	+$12.7K	0.09%	122
2023 Q3	$228K	Sell	3,999 -3,085	-44%	-$179K	0.09%	118
2023 Q2	$416K	Sell	7,084 -18	-0.3%	-$1.07K	0.16%	77
2023 Q1	$426K	Buy	7,102 +167	+2%	+$9.89K	0.18%	70
2022 Q4	$406K	Buy	+6,935	New	+$405K	0.14%	79