Milestone Wealth’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
2022
Q3
$262K Sell
4,488
-67
-1% -$3.91K 0.29% 36
2022
Q2
$279K Sell
4,555
-825
-15% -$50.5K 0.29% 38
2022
Q1
$358K Hold
5,380
0.29% 35
2021
Q4
$358K Buy
+5,380
New +$358K 0.29% 35