Roth Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
275,438
+21,975
| +9% | +$1.31M | 5.94% | 7 |
|
|
2025
Q1 | $15.1M | Buy |
253,463
+20,925
| +9% | +$1.24M | 5.95% | 6 |
|
|
2024
Q4 | $13.5M | Buy |
232,538
+14,194
| +7% | +$823K | 5.37% | 8 |
|
|
2024
Q3 | $13.2M | Buy |
218,344
+6,767
| +3% | +$409K | 5.27% | 8 |
|
|
2024
Q2 | $12.3M | Buy |
211,577
+38,546
| +22% | +$2.24M | 5.31% | 8 |
|
|
2024
Q1 | $10.1M | Buy |
173,031
+16,801
| +11% | +$984K | 4.49% | 8 |
|
|
2023
Q4 | $9.27M | Buy |
156,230
+61,272
| +65% | +$3.63M | 4.75% | 8 |
|
|
2023
Q3 | $5.43M | Buy |
+94,958
| New | +$5.43M | 3.4% | 9 |
|