SFA
Source Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $238K | Sell |
3,942
-200
| -5% | -$12.1K | 0.07% | 108 |
|
|
2024
Q2 | $241K | Sell |
4,142
-152
| -4% | -$8.85K | 0.07% | 102 |
|
|
2024
Q1 | $251K | Sell |
4,294
-2,734
| -39% | -$160K | 0.08% | 102 |
|
|
2023
Q4 | $417K | Sell |
7,028
-189
| -3% | -$11.2K | 0.13% | 84 |
|
|
2023
Q3 | $412K | Sell |
7,217
-2,051
| -22% | -$117K | 0.14% | 84 |
|
|
2023
Q2 | $544K | Sell |
9,268
-5,996
| -39% | -$352K | 0.18% | 76 |
|
|
2023
Q1 | $915K | Sell |
15,264
-200
| -1% | -$12K | 0.31% | 53 |
|
|
2022
Q4 | $904K | Sell |
15,464
-151
| -1% | -$8.83K | 0.34% | 54 |
|
|
2022
Q3 | $911K | Sell |
15,615
-1,706
| -10% | -$99.5K | 0.36% | 51 |
|
|
2022
Q2 | $1.06M | Sell |
17,321
-327
| -2% | -$20K | 0.42% | 51 |
|
|
2022
Q1 | $1.11M | Sell |
17,648
-870
| -5% | -$54.7K | 0.33% | 49 |
|
|
2021
Q4 | $1.23M | Sell |
18,518
-694
| -4% | -$46.1K | 0.33% | 51 |
|
|
2021
Q3 | $1.3M | Buy |
19,212
+199
| +1% | +$13.4K | 0.34% | 47 |
|
|
2021
Q2 | $1.29M | Sell |
19,013
-2,012
| -10% | -$136K | 0.33% | 46 |
|
|
2021
Q1 | $1.41M | Buy |
21,025
+459
| +2% | +$30.8K | 0.38% | 40 |
|
|
2020
Q4 | $1.43M | Buy |
+20,566
| New | +$1.43M | 0.39% | 41 |
|