SWM
Sanctuary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-260,367
| Closed | -$17.3M | – | 40 |
|
|
2021
Q4 | $17.3M | Buy |
260,367
+2,933
| +1% | +$195K | 18.42% | 2 |
|
|
2021
Q3 | $17.4M | Buy |
+257,434
| New | +$17.4M | 19.36% | 1 |
|
|
2021
Q2 | – | Sell |
-179,637
| Closed | -$12.1M | – | 41 |
|
|
2021
Q1 | $12.1M | Buy |
+179,637
| New | +$12.1M | 15.53% | 3 |
|