Stewardship 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,709
| Closed | -$498K | – | 44 |
|
|
2017
Q2 | $498K | Sell |
7,709
-3,333
| -30% | -$215K | 0.3% | 36 |
|
|
2017
Q1 | $710K | Sell |
11,042
-32,076
| -74% | -$2.06M | 0.44% | 31 |
|
|
2016
Q4 | $2.76M | Sell |
43,118
-19,048
| -31% | -$1.22M | 1.73% | 15 |
|
|
2016
Q3 | $4.15M | Buy |
62,166
+4,858
| +8% | +$324K | 2.66% | 13 |
|
|
2016
Q2 | $3.85M | Buy |
+57,308
| New | +$3.85M | 2.63% | 13 |
|