PWMG
Private Wealth Management Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
340,837
+9,030
| +3% | +$540K | 6.77% | 2 |
|
|
2025
Q1 | $19.7M | Buy |
331,807
+16,253
| +5% | +$965K | 7.27% | 2 |
|
|
2024
Q4 | $18.3M | Buy |
315,554
+9,646
| +3% | +$559K | 7.01% | 2 |
|
|
2024
Q3 | $18.5M | Buy |
305,908
+13,338
| +5% | +$806K | 7.3% | 2 |
|
|
2024
Q2 | $17M | Buy |
292,570
+11,167
| +4% | +$650K | 7.38% | 2 |
|
|
2024
Q1 | $16.5M | Buy |
281,403
+49,619
| +21% | +$2.91M | 7.46% | 3 |
|
|
2023
Q4 | $13.7M | Buy |
+231,784
| New | +$13.7M | 6.76% | 3 |
|