Shufro Rose & Co’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 | $4.55M | Sell |
76,614
-448
| -0.6% | -$26.6K | 0.37% | 51 |
|
2025
Q1 | $4.58M | Buy |
77,062
+5,984
| +8% | +$355K | 0.36% | 51 |
|
2024
Q4 | $4.12M | Buy |
71,078
+36,490
| +105% | +$2.12M | 0.32% | 54 |
|
2024
Q3 | $2.01M | Hold |
34,588
| – | – | 0.16% | 77 |
|
2024
Q2 | $2.01M | Buy |
34,588
+3,977
| +13% | +$232K | 0.16% | 77 |
|
2024
Q1 | $1.79M | Buy |
30,611
+7,757
| +34% | +$454K | 0.15% | 80 |
|
2023
Q4 | $1.31M | Sell |
22,854
-1,025
| -4% | -$58.6K | 0.12% | 96 |
|
2023
Q3 | $1.36M | Buy |
23,879
+1,844
| +8% | +$105K | 0.13% | 94 |
|
2023
Q2 | $1.29M | Buy |
22,035
+4,998
| +29% | +$293K | 0.12% | 98 |
|
2023
Q1 | $1.02M | Buy |
+17,037
| New | +$1.02M | 0.09% | 114 |
|