PWAG
Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.6M | Sell |
290,265
-14,605
| -5% | -$835K | 1.26% | 23 |
|
|
2023
Q2 | $17.9M | Buy |
304,870
+3,794
| +1% | +$223K | 1.36% | 22 |
|
|
2023
Q1 | $18.1M | Buy |
301,076
+348
| +0.1% | +$20.9K | 1.33% | 23 |
|
|
2022
Q4 | $17.9M | Sell |
300,728
-749
| -0.2% | -$44.6K | 1.34% | 25 |
|
|
2022
Q3 | $17.4M | Buy |
+301,477
| New | +$17.4M | 1.45% | 27 |
|