Monumental Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$5.85M	Sell	96,849 -5,349	-5%	-$319K	2.17%	13
2024 Q2	$5.95M	Sell	102,198 -69,943	-41%	-$4.04M	2.6%	13
2024 Q1	$10.1M	Buy	172,141 +3,920	+2%	+$230K	5.36%	7
2023 Q4	$9.98M	Sell	168,221 -41,166	-20%	-$2.37M	5.95%	6
2023 Q3	$12M	Buy	209,387 +14,051	+7%	+$815K	7.97%	4
2023 Q2	$11.5M	Buy	195,336 +70,731	+57%	+$4.22M	7.71%	3
2023 Q1	$7.47M	Buy	124,605 +7,259	+6%	+$430K	5.35%	7
2022 Q4	$6.86M	Buy	117,346 +1,231	+1%	+$72K	5.54%	7
2022 Q3	$6.77M	Buy	116,115 +1,734	+2%	+$105K	6.41%	8
2022 Q2	$7M	Sell	114,381 -11,516	-9%	-$705K	6.43%	7
2022 Q1	$7.92M	Sell	125,897 -102,184	-45%	-$6.61M	6.55%	7
2021 Q4	$15.2M	Buy	228,081 +17,021	+8%	+$1.14M	10.86%	2
2021 Q3	$14.3M	Buy	211,060 +23,767	+13%	+$1.62M	11.39%	2
2021 Q2	$12.7M	Sell	187,293 -105,960	-36%	-$7.17M	10.86%	2
2021 Q1	$19.7M	Buy	+293,253	New	+$20.1M	18.82%	1