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