Montecito Bank & Trust’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
Q1 | $3.96M | Buy |
66,623
+4,175
| +7% | +$248K | 0.7% | 33 |
|
2024
Q4 | $3.62M | Sell |
62,448
-32,391
| -34% | -$1.88M | 0.63% | 38 |
|
2024
Q3 | $5.73M | Buy |
94,839
+37,380
| +65% | +$2.26M | 0.98% | 24 |
|
2024
Q2 | $3.35M | Buy |
57,459
+11,014
| +24% | +$641K | 0.68% | 36 |
|
2024
Q1 | $2.72M | Buy |
46,445
+41,960
| +936% | +$2.46M | 0.54% | 42 |
|
2023
Q4 | $266K | Buy |
+4,485
| New | +$266K | 0.06% | 225 |
|
2023
Q1 | – | Sell |
-6,900
| Closed | -$404K | – | 240 |
|
2022
Q4 | $404K | Hold |
6,900
| – | – | 0.1% | 179 |
|
2022
Q3 | $402K | Buy |
+6,900
| New | +$402K | 0.1% | 176 |
|