SWRP
Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
32,503
-2,586
| -7% | -$155K | 0.52% | 26 |
|
|
2025
Q1 | $2.08M | Sell |
35,089
-1,184
| -3% | -$70.3K | 0.64% | 21 |
|
|
2024
Q4 | $2.1M | Sell |
36,273
-827
| -2% | -$48K | 0.65% | 21 |
|
|
2024
Q3 | $2.24M | Sell |
37,100
-4,893
| -12% | -$296K | 0.72% | 19 |
|
|
2024
Q2 | $2.45M | Sell |
41,993
-5,503
| -12% | -$320K | 0.83% | 19 |
|
|
2024
Q1 | $2.78M | Sell |
47,496
-1,701
| -3% | -$99.6K | 0.99% | 19 |
|
|
2023
Q4 | $2.92M | Sell |
49,197
-3,421
| -7% | -$203K | 1.23% | 18 |
|
|
2023
Q3 | $3.01M | Sell |
52,618
-6,806
| -11% | -$389K | 1.21% | 20 |
|
|
2023
Q2 | $3.49M | Sell |
59,424
-1,262
| -2% | -$74K | 1.37% | 19 |
|
|
2023
Q1 | $3.64M | Sell |
60,686
-1,213
| -2% | -$72.7K | 1.36% | 20 |
|
|
2022
Q4 | $3.62M | Sell |
61,899
-807
| -1% | -$47.2K | 1.47% | 17 |
|
|
2022
Q3 | $3.66M | Sell |
62,706
-130
| -0.2% | -$7.58K | 1.46% | 15 |
|
|
2022
Q2 | $3.84M | Buy |
62,836
+705
| +1% | +$43.1K | 1.48% | 18 |
|
|
2022
Q1 | $3.91M | Buy |
62,131
+2,003
| +3% | +$126K | 1.38% | 20 |
|
|
2021
Q4 | $4M | Buy |
60,128
+1,780
| +3% | +$118K | 1.37% | 19 |
|
|
2021
Q3 | $3.94M | Buy |
58,348
+5,173
| +10% | +$349K | 1.44% | 19 |
|
|
2021
Q2 | $3.61M | Sell |
53,175
-904
| -2% | -$61.3K | 1.33% | 20 |
|
|
2021
Q1 | $3.64M | Sell |
54,079
-82,656
| -60% | -$5.56M | 1.35% | 20 |
|
|
2020
Q4 | $9.49M | Buy |
136,735
+5,917
| +5% | +$411K | 3.6% | 7 |
|
|
2020
Q3 | $9.22M | Buy |
130,818
+5,404
| +4% | +$381K | 3.96% | 6 |
|
|
2020
Q2 | $8.85M | Buy |
125,414
+7,795
| +7% | +$550K | 4.15% | 4 |
|
|
2020
Q1 | $8.3M | Buy |
117,619
+4,324
| +4% | +$305K | 4.44% | 4 |
|
|
2019
Q4 | $7.47M | Buy |
+113,295
| New | +$7.47M | 3.32% | 7 |
|