Stonebridge Financial Planning Group’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
$475K Sell
7,935
-808
-9% -$48.3K 0.2% 113
2025
Q1
$519K Buy
8,743
+514
+6% +$30.5K 0.24% 105
2024
Q4
$477K Sell
8,229
-3,571
-30% -$207K 0.21% 116
2024
Q3
$713K Buy
11,800
+835
+8% +$50.5K 0.34% 83
2024
Q2
$638K Buy
10,965
+5,835
+114% +$340K 0.32% 86
2024
Q1
$300K Buy
+5,130
New +$300K 0.16% 129