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