RWA Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6M	Sell	464,120 -36,779	-7%	-$2.2M	0.3%	56
2025 Q4	$30M	Sell	500,899 -61,925	-11%	-$3.72M	0.33%	51
2025 Q3	$33.8M	Sell	562,824 -130,950	-19%	-$7.82M	0.38%	46
2025 Q2	$41.5M	Sell	693,774 -4,192,920	-86%	-$248M	0.52%	30
2025 Q1	$290M	Sell	4,886,694 -3,756,190	-43%	-$220M	3.66%	5
2024 Q4	$501M	Buy	8,642,884 +206,738	+2%	+$12.2M	6.18%	4
2024 Q3	$510M	Buy	8,436,146 +95,897	+1%	+$5.72M	6.36%	4
2024 Q2	$486M	Sell	8,340,249 -332,381	-4%	-$19.2M	6.4%	4
2024 Q1	$508M	Buy	8,672,630 +177,042	+2%	+$10.4M	6.83%	4
2023 Q4	$504M	Buy	8,495,588 +1,214,192	+17%	+$70M	7.19%	4
2023 Q3	$416M	Buy	7,281,396 +250,374	+4%	+$14.5M	9.07%	4
2023 Q2	$412M	Buy	7,031,022 +704,410	+11%	+$42M	9.03%	4
2023 Q1	$379M	Buy	6,326,612 +241,090	+4%	+$14.3M	9.1%	4
2022 Q4	$363M	Buy	6,085,522 +5,963,780	+4,899%	+$349M	9.02%	4
2022 Q3	$7.1M	Buy	+121,742	New	+$7.38M	0.5%	43
2020 Q4	–	Sell	-6,794	Closed	-$479K	–	240
2020 Q3	$479K	Sell	6,794 -285,765	-98%	-$20.2M	0.05%	153
2020 Q2	$20.6M	Buy	+292,559	New	+$20.6M	2.52%	10