Narus Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,377
| Closed | -$202K | – | 125 |
|
2023
Q1 | $202K | Sell |
3,377
-192
| -5% | -$11.5K | 0.11% | 111 |
|
2022
Q4 | $209K | Sell |
3,569
-7,878
| -69% | -$461K | 0.12% | 111 |
|
2022
Q3 | $667K | Sell |
11,447
-176
| -2% | -$10.3K | 0.42% | 42 |
|
2022
Q2 | $711K | Sell |
11,623
-1,237
| -10% | -$75.7K | 0.45% | 40 |
|
2022
Q1 | $809K | Buy |
+12,860
| New | +$809K | 0.45% | 38 |
|
2021
Q1 | $777K | Buy |
+11,565
| New | +$777K | 0.46% | 31 |
|
2019
Q4 | $594K | Buy |
9,021
+1,432
| +19% | +$94.4K | 0.42% | 26 |
|
2019
Q3 | $506K | Sell |
7,589
-126
| -2% | -$8.4K | 0.37% | 29 |
|
2019
Q2 | $509K | Buy |
+7,715
| New | +$509K | 0.39% | 28 |
|
2017
Q3 | $617K | Buy |
9,546
+3,664
| +62% | +$237K | 0.54% | 28 |
|
2017
Q2 | $380K | Buy |
+5,882
| New | +$380K | 0.35% | 39 |
|