TWM
Tanglewood Wealth Management’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 | $80.6M | Buy |
1,347,593
+787,960
| +141% | +$47.1M | 7.95% | 4 |
|
2025
Q1 | $33.2M | Sell |
559,633
-178,736
| -24% | -$10.6M | 3.74% | 9 |
|
2024
Q4 | $42.8M | Sell |
738,369
-15,114
| -2% | -$877K | 4.93% | 7 |
|
2024
Q3 | $45.5M | Sell |
753,483
-30,327
| -4% | -$1.83M | 5.25% | 5 |
|
2024
Q2 | $45.6M | Sell |
783,810
-29,790
| -4% | -$1.73M | 5.67% | 5 |
|
2024
Q1 | $47.6M | Sell |
813,600
-14,846
| -2% | -$869K | 5.89% | 5 |
|
2023
Q4 | $49.1M | Buy |
828,446
+598,302
| +260% | +$35.5M | 6.02% | 5 |
|
2023
Q3 | $13.2M | Buy |
230,144
+149,164
| +184% | +$8.52M | 2.23% | 11 |
|
2023
Q2 | $4.75M | Sell |
80,980
-194
| -0.2% | -$11.4K | 0.68% | 16 |
|
2023
Q1 | $4.87M | Sell |
81,174
-414
| -0.5% | -$24.8K | 0.71% | 19 |
|
2022
Q4 | $4.77M | Sell |
81,588
-778,744
| -91% | -$45.5M | 0.71% | 21 |
|
2022
Q3 | $50.2M | Sell |
860,332
-85,215
| -9% | -$4.97M | 7.57% | 4 |
|
2022
Q2 | $57.8M | Buy |
+945,547
| New | +$57.8M | 7.8% | 4 |
|