SVB Wealth’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 | – | Sell |
-10,502
| Closed | -$624K | – | 1587 |
|
|
2025
Q1 | $624K | Buy |
+10,502
| New | +$624K | 0.03% | 193 |
|
|
2023
Q2 | – | Sell |
-62,762
| Closed | -$3.76M | – | 1010 |
|
|
2023
Q1 | $3.76M | Buy |
62,762
+17,374
| +38% | +$1.04M | 0.05% | 194 |
|
|
2022
Q4 | $2.65M | Sell |
45,388
-25,412
| -36% | -$1.49M | 0.04% | 229 |
|
|
2022
Q3 | $4.13M | Sell |
70,800
-16,472
| -19% | -$960K | 0.06% | 180 |
|
|
2022
Q2 | $5.34M | Buy |
87,272
+446
| +0.5% | +$27.3K | 0.08% | 147 |
|
|
2022
Q1 | $5.46M | Sell |
86,826
-5,470
| -6% | -$344K | 0.07% | 144 |
|
|
2021
Q4 | $6.13M | Hold |
92,296
| – | – | 0.1% | 136 |
|
|
2021
Q3 | $6.23M | Hold |
92,296
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $6.26M | Buy |
92,296
+7,381
| +9% | +$500K | 0.08% | 153 |
|
|
2021
Q1 | $5.71M | Buy |
84,915
+3,213
| +4% | +$216K | 0.08% | 154 |
|
|
2020
Q4 | $5.67M | Hold |
81,702
| – | – | 0.08% | 150 |
|
|
2020
Q3 | $5.76M | Hold |
81,702
| – | – | 0.1% | 135 |
|
|
2020
Q2 | $5.77M | Hold |
81,702
| – | – | 0.11% | 125 |
|
|
2020
Q1 | $5.76M | Hold |
81,702
| – | – | 0.14% | 103 |
|
|
2019
Q4 | $5.38M | Hold |
81,702
| – | – | 0.1% | 135 |
|
|
2019
Q3 | $5.45M | Buy |
+81,702
| New | +$5.45M | 0.11% | 127 |
|