North Ridge Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
220,167
+11,835
| +6% | +$708K | 8.09% | 3 |
|
|
2025
Q1 | $12.4M | Buy |
208,332
+11,842
| +6% | +$703K | 8.27% | 3 |
|
|
2024
Q4 | $11.4M | Buy |
196,490
+1,273
| +0.7% | +$73.8K | 7.89% | 3 |
|
|
2024
Q3 | $11.8M | Buy |
195,217
+14,139
| +8% | +$854K | 8.02% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
181,078
+4,802
| +3% | +$280K | 8.01% | 3 |
|
|
2024
Q1 | $10.3M | Buy |
176,276
+12,722
| +8% | +$745K | 8.01% | 3 |
|
|
2023
Q4 | $9.7M | Sell |
163,554
-1,564
| -0.9% | -$92.8K | 8.07% | 3 |
|
|
2023
Q3 | $9.44M | Buy |
165,118
+8,325
| +5% | +$476K | 9.19% | 3 |
|
|
2023
Q2 | $9.2M | Sell |
156,793
-2,322
| -1% | -$136K | 8.79% | 3 |
|
|
2023
Q1 | $9.54M | Buy |
+159,115
| New | +$9.54M | 9.55% | 3 |
|