Simplicity Wealth’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 | $8.55M | Buy |
142,898
+70,449
| +97% | +$4.21M | 0.36% | 65 |
|
|
2025
Q1 | $4.3M | Buy |
+72,449
| New | +$4.3M | 0.33% | 63 |
|
|
2024
Q4 | – | Sell |
-62,818
| Closed | -$3.8M | – | 510 |
|
|
2024
Q3 | $3.8M | Sell |
62,818
-6,359
| -9% | -$384K | 0.35% | 62 |
|
|
2024
Q2 | $4.03M | Sell |
69,177
-17,918
| -21% | -$1.04M | 0.09% | 220 |
|
|
2024
Q1 | $5.1M | Buy |
87,095
+4,026
| +5% | +$236K | 0.12% | 168 |
|
|
2023
Q4 | $4.93M | Buy |
83,069
+816
| +1% | +$48.4K | 1.91% | 13 |
|
|
2023
Q3 | $4.7M | Buy |
82,253
+3,289
| +4% | +$188K | 2.75% | 12 |
|
|
2023
Q2 | $4.63M | Sell |
78,964
-2,747
| -3% | -$161K | 2.88% | 11 |
|
|
2023
Q1 | $4.9M | Buy |
81,711
+19,924
| +32% | +$1.19M | 3.26% | 11 |
|
|
2022
Q4 | $3.61M | Buy |
+61,787
| New | +$3.61M | 3.19% | 11 |
|