Palumbo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,374
| Closed | -$1.77M | – | 191 |
|
|
2024
Q3 | $1.77M | Sell |
29,374
-2,051
| -7% | -$124K | 0.69% | 44 |
|
|
2024
Q2 | $1.83M | Sell |
31,425
-338
| -1% | -$19.7K | 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% | +$792K | 0.97% | 24 |
|
|
2023
Q3 | $1.06M | Sell |
18,597
-2,062
| -10% | -$118K | 0.58% | 42 |
|
|
2023
Q2 | $1.21M | Sell |
20,659
-390
| -2% | -$22.9K | 0.74% | 26 |
|
|
2023
Q1 | $1.26M | Buy |
21,049
+69
| +0.3% | +$4.14K | 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% | +$5.23M | 5% | 7 |
|
|
2022
Q2 | $710K | Sell |
11,608
-72,012
| -86% | -$4.4M | 0.56% | 41 |
|
|
2022
Q1 | $5.26M | Buy |
83,620
+71,145
| +570% | +$4.48M | 3.38% | 9 |
|
|
2021
Q4 | $829K | Sell |
12,475
-5,357
| -30% | -$356K | 0.52% | 47 |
|
|
2021
Q3 | $1.21M | Buy |
17,832
+9,101
| +104% | +$615K | 0.79% | 19 |
|
|
2021
Q2 | $592K | Sell |
8,731
-781
| -8% | -$53K | 0.4% | 62 |
|
|
2021
Q1 | $639K | Buy |
9,512
+1,416
| +17% | +$95.1K | 0.48% | 57 |
|
|
2020
Q4 | $562K | Buy |
+8,096
| New | +$562K | 0.45% | 54 |
|