Sequoia Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
17,443
-1,592
-8% -$95.2K 0.01% 665
2025
Q1
$1.13M Sell
19,035
-1,156
-6% -$68.7K 0.01% 573
2024
Q4
$1.17M Buy
+20,191
New +$1.17M 0.01% 532