SWA
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Sax Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sax Wealth Advisors’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,798
Closed -$515K – 284
2024
Q1 		$515K Buy
+8,798
New +$515K 0.06% 111