Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,121
| Closed | -$767K | – | 293 |
|
|
2022
Q4 | $767K | Buy |
13,121
+1
| +0% | +$58 | 0.09% | 103 |
|
|
2022
Q3 | $765K | Buy |
+13,120
| New | +$765K | 0.11% | 90 |
|
|
2022
Q2 | – | Sell |
-174
| Closed | -$11K | – | 390 |
|
|
2022
Q1 | $11K | Buy |
174
+1
| +0.6% | +$63 | ﹤0.01% | 297 |
|
|
2021
Q4 | $12K | Buy |
173
+2
| +1% | +$139 | ﹤0.01% | 307 |
|
|
2021
Q3 | $11K | Hold |
171
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $11K | Buy |
+171
| New | +$11K | ﹤0.01% | 373 |
|