Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
14,700
-1,182
| -7% | -$70.7K | 0.02% | 509 |
|
|
2025
Q1 | $943K | Buy |
15,882
+494
| +3% | +$29.3K | 0.02% | 462 |
|
|
2024
Q4 | $893K | Sell |
15,388
-242
| -2% | -$14K | 0.02% | 473 |
|
|
2024
Q3 | $944K | Buy |
+15,630
| New | +$944K | 0.02% | 448 |
|
|
2022
Q2 | – | Sell |
-3,623
| Closed | -$228K | – | 618 |
|
|
2022
Q1 | $228K | Buy |
3,623
+126
| +4% | +$7.93K | 0.02% | 550 |
|
|
2021
Q4 | $232K | Buy |
3,497
+172
| +5% | +$11.4K | 0.02% | 519 |
|
|
2021
Q3 | $225K | Buy |
3,325
+12
| +0.4% | +$812 | 0.02% | 484 |
|
|
2021
Q2 | $225K | Sell |
3,313
-1,981
| -37% | -$135K | 0.02% | 471 |
|
|
2021
Q1 | $356K | Buy |
5,294
+11
| +0.2% | +$740 | 0.04% | 353 |
|
|
2020
Q4 | $367K | Sell |
5,283
-4,273
| -45% | -$297K | 0.04% | 300 |
|
|
2020
Q3 | $674K | Buy |
9,556
+1,338
| +16% | +$94.4K | 0.09% | 173 |
|
|
2020
Q2 | $580K | Buy |
8,218
+2,076
| +34% | +$147K | 0.09% | 177 |
|
|
2020
Q1 | $431K | Buy |
+6,142
| New | +$431K | 0.08% | 188 |
|