THWM
Taylor Hoffman 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,013
| Closed | -$351K | – | 129 |
|
2022
Q3 | $351K | Sell |
6,013
-141
| -2% | -$8.23K | 0.18% | 98 |
|
2022
Q2 | $379K | Buy |
6,154
+478
| +8% | +$29.4K | 0.19% | 96 |
|
2022
Q1 | $357K | Buy |
5,676
+568
| +11% | +$35.7K | 0.14% | 107 |
|
2021
Q4 | $340K | Sell |
5,108
-125
| -2% | -$8.32K | 0.13% | 111 |
|
2021
Q3 | $354K | Buy |
5,233
+1,683
| +47% | +$114K | 0.15% | 105 |
|
2021
Q2 | $241K | Buy |
+3,550
| New | +$241K | 0.1% | 121 |
|