Steward Partners Investment Advisory’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 | $7.05M | Sell |
117,906
-8,113
| -6% | -$485K | 0.06% | 338 |
|
2025
Q1 | $7.49M | Buy |
126,019
+14,816
| +13% | +$880K | 0.07% | 302 |
|
2024
Q4 | $6.45M | Buy |
111,203
+8,001
| +8% | +$464K | 0.06% | 320 |
|
2024
Q3 | $6.24M | Buy |
103,202
+68,870
| +201% | +$4.16M | 0.06% | 317 |
|
2024
Q2 | $2M | Buy |
34,332
+878
| +3% | +$51.1K | 0.02% | 584 |
|
2024
Q1 | $1.96M | Buy |
33,454
+1,804
| +6% | +$106K | 0.02% | 593 |
|
2023
Q4 | $1.88M | Buy |
31,650
+1,089
| +4% | +$64.6K | 0.03% | 523 |
|
2023
Q3 | $1.75M | Sell |
30,561
-12,796
| -30% | -$731K | 0.03% | 506 |
|
2023
Q2 | $2.54M | Sell |
43,357
-12,770
| -23% | -$749K | 0.04% | 416 |
|
2023
Q1 | $3.37M | Sell |
56,127
-20,392
| -27% | -$1.22M | 0.05% | 339 |
|
2022
Q4 | $4.47M | Buy |
76,519
+50,098
| +190% | +$2.93M | 0.08% | 269 |
|
2022
Q3 | $1.54M | Buy |
26,421
+829
| +3% | +$48.4K | 0.03% | 505 |
|
2022
Q2 | $1.57M | Sell |
25,592
-31
| -0.1% | -$1.9K | 0.03% | 506 |
|
2022
Q1 | $1.61M | Sell |
25,623
-6,625
| -21% | -$417K | 0.02% | 544 |
|
2021
Q4 | $2.14M | Buy |
32,248
+701
| +2% | +$46.6K | 0.03% | 478 |
|
2021
Q3 | $2.13M | Buy |
31,547
+191
| +0.6% | +$12.9K | 0.04% | 441 |
|
2021
Q2 | $2.13M | Sell |
31,356
-29,846
| -49% | -$2.02M | 0.04% | 433 |
|
2021
Q1 | $4.11M | Sell |
61,202
-15,803
| -21% | -$1.06M | 0.07% | 283 |
|
2020
Q4 | $5.35M | Buy |
77,005
+8,274
| +12% | +$574K | 0.12% | 181 |
|
2020
Q3 | $4.84M | Buy |
68,731
+2,001
| +3% | +$141K | 0.12% | 182 |
|
2020
Q2 | $4.71M | Sell |
66,730
-6,025
| -8% | -$425K | 0.13% | 176 |
|
2020
Q1 | $5.13M | Buy |
72,755
+3,311
| +5% | +$234K | 0.19% | 132 |
|
2019
Q4 | $4.58M | Buy |
69,444
+2,286
| +3% | +$151K | 0.14% | 166 |
|
2019
Q3 | $4.48M | Buy |
67,158
+20,899
| +45% | +$1.39M | 0.15% | 150 |
|
2019
Q2 | $3.05M | Buy |
46,259
+664
| +1% | +$43.8K | 0.11% | 190 |
|
2019
Q1 | $2.94M | Buy |
45,595
+4,379
| +11% | +$282K | 0.12% | 172 |
|
2018
Q4 | $2.62M | Buy |
41,216
+37,952
| +1,163% | +$2.41M | 0.13% | 184 |
|
2018
Q3 | $203K | Buy |
3,264
+1,155
| +55% | +$71.8K | 0.01% | 713 |
|
2018
Q2 | $132K | Buy |
2,109
+601
| +40% | +$37.6K | 0.01% | 767 |
|
2018
Q1 | $94K | Buy |
+1,508
| New | +$94K | 0.01% | 797 |
|