Nova R Wealth’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
$18.9M Buy
315,241
+6,579
+2% +$393K 8.77% 2
2025
Q1
$18.3M Sell
308,662
-49,007
-14% -$2.91M 9.08% 2
2024
Q4
$20.7M Buy
357,669
+14,350
+4% +$832K 10.46% 2
2024
Q3
$20.7M Buy
343,319
+2,688
+0.8% +$162K 10.21% 2
2024
Q2
$19.8M Buy
340,631
+14,459
+4% +$842K 10.22% 2
2024
Q1
$19.1M Buy
326,172
+26,101
+9% +$1.53M 9.97% 2
2023
Q4
$17.8M Sell
300,071
-10,081
-3% -$598K 11.21% 2
2023
Q3
$17.7M Buy
310,152
+33,198
+12% +$1.9M 12.24% 1
2023
Q2
$16.2M Buy
276,954
+2,361
+0.9% +$138K 10.88% 3
2023
Q1
$16.5M Buy
274,593
+1,805
+0.7% +$108K 11.14% 2
2022
Q4
$16M Sell
272,788
-4,745
-2% -$277K 11.68% 2
2022
Q3
$16.2M Buy
277,533
+13,093
+5% +$763K 13.18% 2
2022
Q2
$16.2M Buy
+264,440
New +$16.2M 13.3% 2