SAM
Secure Asset 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 | $25.9M | Buy |
433,214
+47,925
| +12% | +$2.87M | 4.77% | 1 |
|
|
2025
Q1 | $22.9M | Buy |
385,289
+283,442
| +278% | +$16.8M | 4.59% | 1 |
|
|
2024
Q4 | $5.91M | Buy |
101,847
+17,073
| +20% | +$990K | 0.9% | 20 |
|
|
2024
Q3 | $5.12M | Buy |
+84,774
| New | +$5.12M | 0.86% | 18 |
|
|
2022
Q1 | – | Sell |
-8,698
| Closed | -$578K | – | 228 |
|
|
2021
Q4 | $578K | Buy |
8,698
+1,603
| +23% | +$107K | 0.23% | 75 |
|
|
2021
Q3 | $479K | Buy |
7,095
+77
| +1% | +$5.2K | 0.24% | 75 |
|
|
2021
Q2 | $476K | Buy |
7,018
+860
| +14% | +$58.3K | 0.24% | 82 |
|
|
2021
Q1 | $414K | Sell |
6,158
-1,007
| -14% | -$67.7K | 0.23% | 99 |
|
|
2020
Q4 | $497K | Buy |
7,165
+271
| +4% | +$18.8K | 0.29% | 71 |
|
|
2020
Q3 | $486K | Sell |
6,894
-1,614
| -19% | -$114K | 0.33% | 67 |
|
|
2020
Q2 | $600K | Buy |
+8,508
| New | +$600K | 0.42% | 64 |
|