Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
5,853
+915
| +19% | +$54.7K | ﹤0.01% | 522 |
|
|
2025
Q1 | $293K | Buy |
+4,938
| New | +$293K | ﹤0.01% | 530 |
|
|
2024
Q1 | – | Sell |
-5,149
| Closed | -$305K | – | 632 |
|
|
2023
Q4 | $305K | Sell |
5,149
-1,697
| -25% | -$101K | 0.01% | 441 |
|
|
2023
Q3 | $391K | Buy |
6,846
+72
| +1% | +$4.12K | 0.01% | 362 |
|
|
2023
Q2 | $397K | Buy |
6,774
+934
| +16% | +$54.8K | 0.01% | 373 |
|
|
2023
Q1 | $350K | Buy |
+5,840
| New | +$350K | 0.01% | 386 |
|