Strait & Sound Wealth Management’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
Q1 | – | Sell |
-4,237
| Closed | -$246K | – | 156 |
|
2024
Q4 | $246K | Sell |
4,237
-130
| -3% | -$7.54K | 0.11% | 130 |
|
2024
Q3 | $264K | Sell |
4,367
-756
| -15% | -$45.7K | 0.13% | 120 |
|
2024
Q2 | $298K | Sell |
5,123
-779
| -13% | -$45.4K | 0.15% | 106 |
|
2024
Q1 | $339K | Hold |
5,902
| – | – | 0.19% | 88 |
|
2023
Q4 | $348K | Sell |
5,902
-605
| -9% | -$35.6K | 0.22% | 82 |
|
2023
Q3 | $372K | Buy |
+6,507
| New | +$372K | 0.32% | 70 |
|