PWAC
Private Wealth Advisors (California)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-102,965
| Closed | -$5.88M | – | 82 |
|
|
2023
Q3 | $5.88M | Buy |
102,965
+1,420
| +1% | +$81.2K | 2.49% | 12 |
|
|
2023
Q2 | $5.96M | Buy |
101,545
+523
| +0.5% | +$30.7K | 2.43% | 12 |
|
|
2023
Q1 | $6.06M | Buy |
101,022
+14,666
| +17% | +$879K | 2.55% | 11 |
|
|
2022
Q4 | $5.05M | Buy |
86,356
+9,347
| +12% | +$547K | 1.7% | 18 |
|
|
2022
Q3 | $4.49M | Buy |
77,009
+36,049
| +88% | +$2.1M | 2.09% | 19 |
|
|
2022
Q2 | $2.51M | Buy |
+40,960
| New | +$2.51M | 0.93% | 30 |
|