Roger Wittlin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,076
| Closed | -$479K | – | 50 |
|
|
2023
Q4 | $479K | Buy |
8,076
+84
| +1% | +$4.98K | 0.35% | 32 |
|
|
2023
Q3 | $457K | Buy |
7,992
+54
| +0.7% | +$3.09K | 0.39% | 31 |
|
|
2023
Q2 | $466K | Buy |
7,938
+49
| +0.6% | +$2.87K | 0.38% | 36 |
|
|
2023
Q1 | $473K | Buy |
7,889
+32
| +0.4% | +$1.92K | 0.42% | 34 |
|
|
2022
Q4 | $459K | Buy |
+7,857
| New | +$459K | 0.46% | 35 |
|
|
2022
Q3 | – | Sell |
-7,765
| Closed | -$474K | – | 27 |
|
|
2022
Q2 | $474K | Buy |
7,765
+25
| +0.3% | +$1.53K | 0.47% | 25 |
|
|
2022
Q1 | $486K | Buy |
+7,740
| New | +$486K | 0.45% | 21 |
|