SWMG LLC’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 |
-7,288
| Closed | -$434K | – | 138 |
|
2025
Q1 | $434K | Buy |
7,288
+3,368
| +86% | +$200K | 0.17% | 82 |
|
2024
Q4 | $227K | Buy |
3,920
+271
| +7% | +$15.7K | 0.09% | 108 |
|
2024
Q3 | $213K | Buy |
+3,649
| New | +$213K | 0.09% | 115 |
|
2022
Q4 | – | Sell |
-11,177
| Closed | -$652K | – | 88 |
|
2022
Q3 | $652K | Buy |
+11,177
| New | +$652K | 0.43% | 38 |
|
2022
Q1 | $880K | Sell |
13,993
-3,715
| -21% | -$234K | 0.48% | 33 |
|
2021
Q4 | $1.18M | Buy |
17,708
+6,077
| +52% | +$404K | 0.63% | 29 |
|
2021
Q3 | $786K | Buy |
11,631
+360
| +3% | +$24.3K | 0.46% | 37 |
|
2021
Q2 | $764K | Sell |
11,271
-2,810
| -20% | -$190K | 0.45% | 38 |
|
2021
Q1 | $947K | Sell |
14,081
-422
| -3% | -$28.4K | 0.65% | 32 |
|
2020
Q4 | $1M | Buy |
+14,503
| New | +$1M | 0.73% | 28 |
|