Monumental Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $5.85M | Sell |
96,849
-5,349
| -5% | -$323K | 2.17% | 13 |
|
2024
Q2 | $5.95M | Sell |
102,198
-69,943
| -41% | -$4.07M | 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% | -$2.44M | 5.95% | 6 |
|
2023
Q3 | $12M | Buy |
209,387
+14,051
| +7% | +$803K | 7.97% | 4 |
|
2023
Q2 | $11.5M | Buy |
195,336
+70,731
| +57% | +$4.15M | 7.71% | 3 |
|
2023
Q1 | $7.47M | Buy |
124,605
+7,259
| +6% | +$435K | 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% | +$101K | 6.41% | 8 |
|
2022
Q2 | $7M | Sell |
114,381
-11,516
| -9% | -$704K | 6.43% | 7 |
|
2022
Q1 | $7.92M | Sell |
125,897
-102,184
| -45% | -$6.43M | 6.55% | 7 |
|
2021
Q4 | $15.2M | Buy |
228,081
+17,021
| +8% | +$1.13M | 10.86% | 2 |
|
2021
Q3 | $14.3M | Buy |
211,060
+23,767
| +13% | +$1.61M | 11.39% | 2 |
|
2021
Q2 | $12.7M | Sell |
187,293
-105,960
| -36% | -$7.18M | 10.86% | 2 |
|
2021
Q1 | $19.7M | Buy |
+293,253
| New | +$19.7M | 18.82% | 1 |
|