Pacific Capital 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 | $412K | Sell |
6,964
-8,859
| -56% | -$524K | 0.08% | 53 |
|
|
2025
Q1 | $940K | Sell |
15,823
-10,042
| -39% | -$596K | 0.16% | 42 |
|
|
2024
Q4 | $1.5M | Hold |
25,865
| – | – | 0.25% | 35 |
|
|
2024
Q3 | $1.56M | Buy |
25,865
+102
| +0.4% | +$6.16K | 0.26% | 34 |
|
|
2024
Q2 | $1.5M | Buy |
+25,763
| New | +$1.5M | 0.27% | 31 |
|
|
2024
Q1 | – | Sell |
-494
| Closed | -$29.3K | – | 537 |
|
|
2023
Q4 | $29.3K | Buy |
+494
| New | +$29.3K | 0.01% | 171 |
|