Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.95M | Sell |
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|
2025
Q3 | $2M | Buy |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $2.08M | Sell |
|
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|
2024
Q4 | $2.1M | Sell |
|
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.78M | Sell |
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|
2023
Q4 | $2.92M | Sell |
|
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.66M | Sell |
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|
2022
Q2 | $3.84M | Buy |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.61M | Sell |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $9.49M | Buy |
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|
2020
Q3 | $9.22M | Buy |
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|
2020
Q2 | $8.85M | Buy |
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|
2020
Q1 | $8.3M | Buy |
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|
2019
Q4 | $7.47M | Buy |
|