Sharkey, Howes & Javer’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,371	Closed	-$202K	–	167
2025 Q2	$202K	Sell	3,371 -1,571	-32%	-$93K	0.03%	153
2025 Q1	$294K	Sell	4,942 -147	-3%	-$8.6K	0.04%	127
2024 Q4	$295K	Buy	5,089 +509	+11%	+$29.9K	0.04%	131
2024 Q3	$277K	Buy	4,580 +23	+0.5%	+$1.37K	0.04%	127
2024 Q2	$265K	Sell	4,557 -243	-5%	-$14K	0.04%	104
2024 Q1	$281K	Buy	4,800 +411	+9%	+$24.1K	0.05%	106
2023 Q4	$260K	Sell	4,389 -6,218	-59%	-$358K	0.05%	100
2023 Q3	$606K	Sell	10,607 -34,824	-77%	-$2.02M	0.12%	73
2023 Q2	$2.66M	Buy	+45,431	New	+$2.71M	0.5%	30
2022 Q4	–	Sell	-38,706	Closed	-$2.26M	–	112
2022 Q3	$2.26M	Buy	+38,706	New	+$2.35M	0.49%	36