Merriman Wealth 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
2024 Q4	$2.69M	Buy	46,354 +9,326	+25%	+$548K	0.11%	57
2024 Q3	$2.24M	Buy	37,028 +8,617	+30%	+$514K	0.09%	74
2024 Q2	$1.65M	Buy	28,411 +11,480	+68%	+$664K	0.07%	77
2024 Q1	$991K	Buy	16,931 +1,975	+13%	+$116K	0.04%	94
2023 Q4	$887K	Buy	14,956 +1,114	+8%	+$64.2K	0.04%	98
2023 Q3	$791K	Sell	13,842 -7,400	-35%	-$429K	0.04%	96
2023 Q2	$1.25M	Buy	21,242 +8,387	+65%	+$500K	0.06%	89
2023 Q1	$771K	Sell	12,855 -4,636	-27%	-$275K	0.04%	109
2022 Q4	$1.02M	Buy	17,491 +104	+0.6%	+$6.08K	0.05%	93
2022 Q3	$1.01M	Buy	17,387 +5,253	+43%	+$318K	0.07%	62
2022 Q2	$742K	Buy	12,134 +7,148	+143%	+$438K	0.05%	81
2022 Q1	$314K	Buy	+4,986	New	+$323K	0.03%	158
2021 Q4	–	Sell	-5,950	Closed	-$402K	–	230
2021 Q3	$402K	Sell	5,950 -334	-5%	-$22.8K	0.03%	150
2021 Q2	$426K	Sell	6,284 -1,378	-18%	-$93.3K	0.04%	166
2021 Q1	$515K	Buy	7,662 +2,129	+38%	+$146K	0.06%	130
2020 Q4	$385K	Buy	+5,533	New	+$387K	0.04%	157