Montag & Associates’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 | $18.2M | Buy |
303,951
+55,134
| +22% | +$3.3M | 0.89% | 25 |
|
|
2025
Q1 | $14.8M | Sell |
248,817
-1,991
| -0.8% | -$118K | 0.74% | 33 |
|
|
2024
Q4 | $14.5M | Sell |
250,808
-267,006
| -52% | -$15.5M | 0.69% | 35 |
|
|
2024
Q3 | $31.3M | Buy |
517,814
+513,757
| +12,663% | +$31M | 1.48% | 11 |
|
|
2024
Q2 | $236K | Hold |
4,057
| – | – | 0.01% | 387 |
|
|
2024
Q1 | $238K | Buy |
4,057
+1,634
| +67% | +$95.7K | 0.01% | 391 |
|
|
2023
Q4 | $144K | Hold |
2,423
| – | – | 0.01% | 437 |
|
|
2023
Q3 | $138K | Buy |
2,423
+746
| +44% | +$42.6K | 0.01% | 426 |
|
|
2023
Q2 | $98.4K | Buy |
+1,677
| New | +$98.4K | 0.01% | 472 |
|