RWM
RKL Wealth Management’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 | $27M | Buy |
451,073
+80,191
| +22% | +$4.8M | 2.37% | 9 |
|
|
2025
Q1 | $22M | Buy |
370,882
+52,400
| +16% | +$3.11M | 2.08% | 10 |
|
|
2024
Q4 | $18.5M | Buy |
318,482
+95,360
| +43% | +$5.53M | 1.64% | 13 |
|
|
2024
Q3 | $13.5M | Buy |
223,122
+33,442
| +18% | +$2.02M | 1.22% | 20 |
|
|
2024
Q2 | $11M | Buy |
189,680
+5,195
| +3% | +$303K | 1.06% | 22 |
|
|
2024
Q1 | $10.8M | Sell |
184,485
-9,776
| -5% | -$572K | 1.07% | 22 |
|
|
2023
Q4 | $11.5M | Buy |
194,261
+2,005
| +1% | +$119K | 1.25% | 18 |
|
|
2023
Q3 | $11M | Buy |
192,256
+4,265
| +2% | +$244K | 1.34% | 17 |
|
|
2023
Q2 | $11M | Buy |
187,991
+5,804
| +3% | +$340K | 1.3% | 17 |
|
|
2023
Q1 | $10.9M | Buy |
182,187
+5,770
| +3% | +$346K | 1.38% | 16 |
|
|
2022
Q4 | $10.3M | Buy |
176,417
+3,036
| +2% | +$178K | 1.38% | 16 |
|
|
2022
Q3 | $10.1M | Buy |
173,381
+1,207
| +0.7% | +$70.4K | 1.46% | 18 |
|
|
2022
Q2 | $10.5M | Sell |
172,174
-9,753
| -5% | -$596K | 1.44% | 19 |
|
|
2022
Q1 | $11.4M | Sell |
181,927
-2,108
| -1% | -$133K | 1.37% | 19 |
|
|
2021
Q4 | $12.2M | Sell |
184,035
-3,980
| -2% | -$265K | 1.45% | 20 |
|
|
2021
Q3 | $12.7M | Buy |
188,015
+1,953
| +1% | +$132K | 1.61% | 17 |
|
|
2021
Q2 | $12.6M | Buy |
186,062
+12,231
| +7% | +$829K | 1.59% | 17 |
|
|
2021
Q1 | $11.7M | Buy |
173,831
+17,067
| +11% | +$1.15M | 1.57% | 17 |
|
|
2020
Q4 | $10.9M | Buy |
156,764
+4,370
| +3% | +$303K | 1.52% | 17 |
|
|
2020
Q3 | $10.7M | Buy |
152,394
+4,125
| +3% | +$291K | 1.71% | 16 |
|
|
2020
Q2 | $10.5M | Sell |
148,269
-1,313
| -0.9% | -$92.7K | 1.79% | 16 |
|
|
2020
Q1 | $10.6M | Sell |
149,582
-1,583
| -1% | -$112K | 2.21% | 12 |
|
|
2019
Q4 | $9.96M | Buy |
151,165
+2,375
| +2% | +$157K | 1.79% | 14 |
|
|
2019
Q3 | $9.92M | Sell |
148,790
-8,623
| -5% | -$575K | 1.89% | 13 |
|
|
2019
Q2 | $10.4M | Buy |
157,413
+5,141
| +3% | +$339K | 1.92% | 13 |
|
|
2019
Q1 | $9.82M | Buy |
152,272
+1,408
| +0.9% | +$90.8K | 1.92% | 12 |
|
|
2018
Q4 | $9.58M | Sell |
150,864
-833
| -0.5% | -$52.9K | 2.21% | 11 |
|
|
2018
Q3 | $9.42M | Buy |
151,697
+4,125
| +3% | +$256K | 2% | 12 |
|
|
2018
Q2 | $9.25M | Sell |
147,572
-723
| -0.5% | -$45.3K | 2.09% | 9 |
|
|
2018
Q1 | $9.34M | Buy |
148,295
+8,488
| +6% | +$535K | 2.21% | 8 |
|
|
2017
Q4 | $8.93M | Buy |
139,807
+33,390
| +31% | +$2.13M | 2.21% | 9 |
|
|
2017
Q3 | $6.88M | Buy |
106,417
+27,464
| +35% | +$1.77M | 1.93% | 11 |
|
|
2017
Q2 | $5.1M | Buy |
78,953
+36,544
| +86% | +$2.36M | 1.62% | 21 |
|
|
2017
Q1 | $2.73M | Buy |
42,409
+35,510
| +515% | +$2.28M | 1.1% | 30 |
|
|
2016
Q4 | $441K | Buy |
+6,899
| New | +$441K | 0.21% | 65 |
|