SW
SkyOak Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Hold |
16,192
| – | – | 0.19% | 81 |
|
|
2025
Q1 | $962K | Buy |
16,192
+441
| +3% | +$26.2K | 0.21% | 77 |
|
|
2024
Q4 | $914K | Buy |
15,751
+2,886
| +22% | +$167K | 0.2% | 78 |
|
|
2024
Q3 | $777K | Buy |
12,865
+951
| +8% | +$57.5K | 0.17% | 85 |
|
|
2024
Q2 | $694K | Buy |
11,914
+34
| +0.3% | +$1.98K | 0.16% | 92 |
|
|
2024
Q1 | $696K | Sell |
11,880
-213
| -2% | -$12.5K | 0.17% | 95 |
|
|
2023
Q4 | $717K | Sell |
12,093
-81,822
| -87% | -$4.85M | 0.19% | 95 |
|
|
2023
Q3 | $5.37M | Buy |
93,915
+8,627
| +10% | +$493K | 1.57% | 15 |
|
|
2023
Q2 | $5M | Buy |
85,288
+81,671
| +2,258% | +$4.79M | 1.41% | 17 |
|
|
2023
Q1 | $217K | Hold |
3,617
| – | – | 0.07% | 215 |
|
|
2022
Q4 | $212K | Buy |
+3,617
| New | +$212K | 0.07% | 199 |
|
|
2022
Q2 | – | Sell |
-3,276
| Closed | -$206K | – | 257 |
|
|
2022
Q1 | $206K | Sell |
3,276
-4,992
| -60% | -$314K | 0.06% | 221 |
|
|
2021
Q4 | $550K | Sell |
8,268
-198
| -2% | -$13.2K | 0.14% | 127 |
|
|
2021
Q3 | $572K | Sell |
8,466
-449
| -5% | -$30.3K | 0.15% | 121 |
|
|
2021
Q2 | $605K | Sell |
8,915
-115
| -1% | -$7.8K | 0.16% | 115 |
|
|
2021
Q1 | $611K | Sell |
9,030
-606
| -6% | -$41K | 0.17% | 115 |
|
|
2020
Q4 | $669K | Buy |
9,636
+53
| +0.6% | +$3.68K | 0.21% | 109 |
|
|
2020
Q3 | $675K | Buy |
9,583
+3,751
| +64% | +$264K | 0.24% | 96 |
|
|
2020
Q2 | $412K | Sell |
5,832
-3,155
| -35% | -$223K | 0.15% | 142 |
|
|
2020
Q1 | $634K | Buy |
+8,987
| New | +$634K | 0.32% | 74 |
|