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