OneAscent Family Office’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
$1.85M Buy
30,930
+7,074
+30% +$423K 1.75% 11
2025
Q1
$1.42M Sell
23,856
-8,871
-27% -$527K 1.32% 16
2024
Q4
$1.9M Buy
+32,727
New +$1.9M 3.45% 7