Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.69M | Buy |
46,354
+9,326
| +25% | +$541K | 0.11% | 57 |
|
|
2024
Q3 | $2.24M | Buy |
37,028
+8,617
| +30% | +$521K | 0.09% | 74 |
|
|
2024
Q2 | $1.65M | Buy |
28,411
+11,480
| +68% | +$668K | 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% | +$66.1K | 0.04% | 97 |
|
|
2023
Q3 | $791K | Sell |
13,842
-7,400
| -35% | -$423K | 0.04% | 96 |
|
|
2023
Q2 | $1.25M | Buy |
21,242
+8,387
| +65% | +$492K | 0.06% | 88 |
|
|
2023
Q1 | $771K | Sell |
12,855
-4,636
| -27% | -$278K | 0.04% | 108 |
|
|
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% | +$306K | 0.07% | 62 |
|
|
2022
Q2 | $742K | Buy |
12,134
+7,148
| +143% | +$437K | 0.05% | 81 |
|
|
2022
Q1 | $314K | Buy |
+4,986
| New | +$314K | 0.03% | 158 |
|
|
2021
Q4 | – | Sell |
-5,950
| Closed | -$402K | – | 230 |
|
|
2021
Q3 | $402K | Sell |
5,950
-334
| -5% | -$22.6K | 0.03% | 150 |
|
|
2021
Q2 | $426K | Sell |
6,284
-1,378
| -18% | -$93.4K | 0.04% | 166 |
|
|
2021
Q1 | $515K | Buy |
7,662
+2,129
| +38% | +$143K | 0.06% | 130 |
|
|
2020
Q4 | $385K | Buy |
+5,533
| New | +$385K | 0.04% | 157 |
|