Palumbo Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,374	Closed	-$1.77M	–	191
2024 Q3	$1.77M	Sell	29,374 -2,051	-7%	-$122K	0.69%	44
2024 Q2	$1.83M	Sell	31,425 -338	-1%	-$19.5K	0.77%	37
2024 Q1	$1.86M	Sell	31,763 -182	-0.6%	-$10.7K	0.83%	34
2023 Q4	$1.9M	Buy	31,945 +13,348	+72%	+$769K	0.97%	24
2023 Q3	$1.06M	Sell	18,597 -2,062	-10%	-$120K	0.58%	42
2023 Q2	$1.21M	Sell	20,659 -390	-2%	-$23.3K	0.74%	26
2023 Q1	$1.26M	Buy	21,049 +69	+0.3%	+$4.09K	0.84%	27
2022 Q4	$1.23M	Sell	20,980 -80,343	-79%	-$4.7M	0.98%	21
2022 Q3	$5.91M	Buy	101,323 +89,715	+773%	+$5.44M	5%	7
2022 Q2	$710K	Sell	11,608 -72,012	-86%	-$4.41M	0.56%	41
2022 Q1	$5.26M	Buy	83,620 +71,145	+570%	+$4.6M	3.38%	9
2021 Q4	$829K	Sell	12,475 -5,357	-30%	-$359K	0.52%	47
2021 Q3	$1.21M	Buy	17,832 +9,101	+104%	+$620K	0.79%	19
2021 Q2	$592K	Sell	8,731 -781	-8%	-$52.9K	0.4%	62
2021 Q1	$639K	Buy	9,512 +1,416	+17%	+$96.8K	0.48%	57
2020 Q4	$562K	Buy	+8,096	New	+$566K	0.45%	54