SP
SWS Partners’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 | $884K | Buy |
+14,775
| New | +$884K | 0.24% | 97 |
|
|
2025
Q1 | – | Sell |
-16,330
| Closed | -$947K | – | 115 |
|
|
2024
Q4 | $947K | Sell |
16,330
-4,329
| -21% | -$251K | 0.29% | 92 |
|
|
2024
Q3 | $1.25M | Sell |
20,659
-1,303
| -6% | -$78.8K | 0.4% | 83 |
|
|
2024
Q2 | $1.28M | Buy |
21,962
+6,357
| +41% | +$370K | 0.38% | 84 |
|
|
2024
Q1 | $914K | Buy |
15,605
+1,157
| +8% | +$67.7K | 0.27% | 91 |
|
|
2023
Q4 | $857K | Sell |
14,448
-6,339
| -30% | -$376K | 0.28% | 90 |
|
|
2023
Q3 | $1.19M | Sell |
20,787
-1,475
| -7% | -$84.3K | 0.44% | 80 |
|
|
2023
Q2 | $1.31M | Sell |
22,262
-27
| -0.1% | -$1.58K | 0.47% | 80 |
|
|
2023
Q1 | $1.34M | Hold |
22,289
| – | – | 0.5% | 79 |
|
|
2022
Q4 | $1.3M | Buy |
22,289
+10,787
| +94% | +$631K | 0.62% | 64 |
|
|
2022
Q3 | $671K | Buy |
+11,502
| New | +$671K | 0.31% | 89 |
|
|
2018
Q2 | – | Sell |
-1,172
| Closed | -$74K | – | 308 |
|
|
2018
Q1 | $74K | Buy |
+1,172
| New | +$74K | 0.05% | 111 |
|