Souders Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.1M | Buy |
169,160
+10,503
| +7% | +$628K | 1.29% | 23 |
|
2025
Q1 | $9.42M | Buy |
158,657
+16,959
| +12% | +$1.01M | 1.32% | 20 |
|
2024
Q4 | $8.22M | Buy |
141,698
+15,233
| +12% | +$884K | 1.15% | 23 |
|
2024
Q3 | $7.64M | Buy |
126,465
+7,677
| +6% | +$464K | 1.06% | 24 |
|
2024
Q2 | $6.92M | Buy |
118,788
+3,786
| +3% | +$220K | 1.04% | 26 |
|
2024
Q1 | $6.73M | Buy |
115,002
+49,891
| +77% | +$2.92M | 1.06% | 26 |
|
2023
Q4 | $3.86M | Buy |
65,111
+4,310
| +7% | +$256K | 0.66% | 42 |
|
2023
Q3 | $3.47M | Buy |
60,801
+2,493
| +4% | +$142K | 0.67% | 45 |
|
2023
Q2 | $3.42M | Buy |
58,308
+1,440
| +3% | +$84.5K | 0.65% | 42 |
|
2023
Q1 | $3.41M | Buy |
56,868
+2,982
| +6% | +$179K | 0.72% | 39 |
|
2022
Q4 | $3.15M | Buy |
53,886
+4,597
| +9% | +$269K | 0.72% | 41 |
|
2022
Q3 | $2.87M | Buy |
49,289
+2,603
| +6% | +$152K | 0.78% | 39 |
|
2022
Q2 | $2.86M | Buy |
46,686
+34,663
| +288% | +$2.12M | 0.82% | 35 |
|
2022
Q1 | $756K | Buy |
+12,023
| New | +$756K | 0.22% | 88 |
|