MAM
McLean Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Sell |
6,237
-28
| -0.4% | -$1.66K | 0.1% | 105 |
|
2025
Q1 | $372K | Sell |
6,265
-3,107
| -33% | -$184K | 0.12% | 87 |
|
2024
Q4 | $544K | Buy |
9,372
+3,747
| +67% | +$217K | 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% | -$105K | 0.11% | 94 |
|
2024
Q1 | $441K | Buy |
7,599
+3,379
| +80% | +$196K | 0.15% | 80 |
|
2023
Q4 | $249K | Buy |
4,220
+221
| +6% | +$13K | 0.09% | 122 |
|
2023
Q3 | $228K | Sell |
3,999
-3,085
| -44% | -$176K | 0.09% | 118 |
|
2023
Q2 | $416K | Sell |
7,084
-18
| -0.3% | -$1.06K | 0.16% | 77 |
|
2023
Q1 | $426K | Buy |
7,102
+167
| +2% | +$10K | 0.18% | 70 |
|
2022
Q4 | $406K | Buy |
+6,935
| New | +$406K | 0.14% | 79 |
|