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