Northwest Wealth Management’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 | $46.1M | Buy |
771,017
+29,664
| +4% | +$1.77M | 8.33% | 1 |
|
2025
Q1 | $44M | Buy |
741,353
+122,156
| +20% | +$7.26M | 8.77% | 1 |
|
2024
Q4 | $35.9M | Buy |
619,197
+189,426
| +44% | +$11M | 7.61% | 3 |
|
2024
Q3 | $26M | Buy |
429,771
+89,264
| +26% | +$5.39M | 6.06% | 3 |
|
2024
Q2 | $19.8M | Buy |
340,507
+72,074
| +27% | +$4.2M | 5.13% | 4 |
|
2024
Q1 | $15.7M | Buy |
268,433
+127,324
| +90% | +$7.45M | 4.31% | 4 |
|
2023
Q4 | $8.37M | Buy |
141,109
+63,973
| +83% | +$3.79M | 2.52% | 9 |
|
2023
Q3 | $4.41M | Buy |
77,136
+16,866
| +28% | +$964K | 1.59% | 18 |
|
2023
Q2 | $3.54M | Buy |
60,270
+987
| +2% | +$57.9K | 1.28% | 23 |
|
2023
Q1 | $3.55M | Sell |
59,283
-4,862
| -8% | -$292K | 1.36% | 21 |
|
2022
Q4 | $3.75M | Sell |
64,145
-8,392
| -12% | -$491K | 1.61% | 17 |
|
2022
Q3 | $4.23M | Sell |
72,537
-2,261
| -3% | -$132K | 1.87% | 10 |
|
2022
Q2 | $4.58M | Buy |
74,798
+6,927
| +10% | +$424K | 1.98% | 10 |
|
2022
Q1 | $4.27M | Buy |
67,871
+15,283
| +29% | +$962K | 2.09% | 10 |
|
2021
Q4 | $3.5M | Buy |
52,588
+18,482
| +54% | +$1.23M | 1.63% | 16 |
|
2021
Q3 | $2.3M | Buy |
34,106
+9,597
| +39% | +$648K | 1.14% | 22 |
|
2021
Q2 | $1.66M | Buy |
24,509
+4,072
| +20% | +$276K | 0.88% | 30 |
|
2021
Q1 | $1.37M | Buy |
20,437
+3,253
| +19% | +$219K | 0.86% | 34 |
|
2020
Q4 | $1.19M | Buy |
17,184
+1,039
| +6% | +$72.1K | 0.82% | 37 |
|
2020
Q3 | $1.14M | Buy |
16,145
+1,162
| +8% | +$81.9K | 0.94% | 32 |
|
2020
Q2 | $1.06M | Buy |
14,983
+1,298
| +9% | +$91.6K | 0.92% | 31 |
|
2020
Q1 | $965K | Sell |
13,685
-3,075
| -18% | -$217K | 0.98% | 31 |
|
2019
Q4 | $1.1M | Buy |
16,760
+1,746
| +12% | +$115K | 1.01% | 28 |
|
2019
Q3 | $1M | Sell |
15,014
-11,854
| -44% | -$790K | 0.82% | 40 |
|
2019
Q2 | $1.77M | Buy |
26,868
+359
| +1% | +$23.7K | 1.43% | 20 |
|
2019
Q1 | $1.71M | Buy |
26,509
+1,232
| +5% | +$79.4K | 1.29% | 19 |
|
2018
Q4 | $1.6M | Buy |
25,277
+223
| +0.9% | +$14.2K | 1.36% | 17 |
|
2018
Q3 | $1.56M | Sell |
25,054
-640
| -2% | -$39.7K | 1.16% | 19 |
|
2018
Q2 | $1.61M | Buy |
25,694
+632
| +3% | +$39.6K | 1.21% | 19 |
|
2018
Q1 | $1.58M | Sell |
25,062
-2,007
| -7% | -$126K | 1.17% | 20 |
|
2017
Q4 | $1.73M | Buy |
27,069
+1,270
| +5% | +$81.2K | 1.41% | 20 |
|
2017
Q3 | $1.67M | Buy |
25,799
+9,764
| +61% | +$631K | 2.33% | 12 |
|
2017
Q2 | $1.04M | Sell |
16,035
-194
| -1% | -$12.5K | 0.95% | 32 |
|
2017
Q1 | $1.04M | Sell |
16,229
-1,461
| -8% | -$94K | 0.97% | 31 |
|
2016
Q4 | $1.13M | Buy |
+17,690
| New | +$1.13M | 1.15% | 27 |
|