MAWA
Moss Adams Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
14,723
+3,537
| +32% | +$212K | 0.08% | 89 |
|
|
2025
Q1 | $664K | Sell |
11,186
-1,151,326
| -99% | -$68.4M | 0.07% | 90 |
|
|
2024
Q4 | $67.4M | Buy |
1,162,512
+22,316
| +2% | +$1.29M | 7.13% | 4 |
|
|
2024
Q3 | $68.9M | Sell |
1,140,196
-33,503
| -3% | -$2.02M | 7.54% | 4 |
|
|
2024
Q2 | $68.3M | Buy |
1,173,699
+42,851
| +4% | +$2.5M | 9.43% | 3 |
|
|
2024
Q1 | $66.2M | Buy |
1,130,848
+121,047
| +12% | +$7.09M | 10.64% | 3 |
|
|
2023
Q4 | $59.9M | Sell |
1,009,801
-27,746
| -3% | -$1.65M | 12.49% | 3 |
|
|
2023
Q3 | $59.3M | Buy |
1,037,547
+7,530
| +0.7% | +$430K | 20.24% | 1 |
|
|
2023
Q2 | $60.4M | Buy |
1,030,017
+22,305
| +2% | +$1.31M | 19.72% | 1 |
|
|
2023
Q1 | $60.4M | Buy |
+1,007,712
| New | +$60.4M | 20.58% | 1 |
|