SWM
Seaside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
190,985
+8,902
| +5% | +$532K | 3.63% | 6 |
|
|
2025
Q1 | $10.8M | Buy |
182,083
+8,592
| +5% | +$510K | 3.86% | 6 |
|
|
2024
Q4 | $10.1M | Buy |
173,491
+12,726
| +8% | +$738K | 3.68% | 6 |
|
|
2024
Q3 | $9.71M | Buy |
160,765
+9,632
| +6% | +$582K | 3.67% | 6 |
|
|
2024
Q2 | $8.8M | Buy |
151,133
+15,548
| +11% | +$905K | 3.65% | 6 |
|
|
2024
Q1 | $7.94M | Buy |
135,585
+2,897
| +2% | +$170K | 3.39% | 7 |
|
|
2023
Q4 | $7.87M | Buy |
132,688
+8,890
| +7% | +$527K | 3.6% | 6 |
|
|
2023
Q3 | $7.08M | Buy |
123,798
+6,792
| +6% | +$388K | 3.6% | 7 |
|
|
2023
Q2 | $6.86M | Buy |
+117,006
| New | +$6.86M | 3.55% | 6 |
|