Rothschild Investment LLC’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
$2.25M Sell
37,585
-3,601
-9% -$215K 0.14% 140
2025
Q1
$2.45M Sell
41,186
-890
-2% -$52.9K 0.16% 125
2024
Q4
$2.44M Buy
42,076
+4,436
+12% +$257K 0.16% 125
2024
Q3
$2.27M Buy
37,640
+31,236
+488% +$1.89M 0.15% 129
2024
Q2
$373K Buy
6,404
+3,704
+137% +$216K 0.03% 388
2024
Q1
$158K Buy
+2,700
New +$158K 0.01% 510