Topel & Distasi Wealth Management’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 | $701K | Sell |
11,720
-2,638
| -18% | -$158K | 0.37% | 43 |
|
|
2025
Q1 | $853K | Sell |
14,358
-4,571
| -24% | -$272K | 0.4% | 49 |
|
|
2024
Q4 | $1.1M | Sell |
18,929
-458
| -2% | -$26.6K | 0.47% | 45 |
|
|
2024
Q3 | $1.17M | Buy |
19,387
+893
| +5% | +$54K | 0.49% | 42 |
|
|
2024
Q2 | $1.08M | Buy |
18,494
+430
| +2% | +$25K | 0.47% | 42 |
|
|
2024
Q1 | $1.06M | Buy |
18,064
+1,728
| +11% | +$101K | 0.47% | 45 |
|
|
2023
Q4 | $969K | Sell |
16,336
-9,649
| -37% | -$572K | 0.46% | 43 |
|
|
2023
Q3 | $1.49M | Sell |
25,985
-3,530
| -12% | -$202K | 0.78% | 35 |
|
|
2023
Q2 | $1.73M | Sell |
29,515
-266
| -0.9% | -$15.6K | 0.87% | 33 |
|
|
2023
Q1 | $1.79M | Buy |
29,781
+7,388
| +33% | +$443K | 0.93% | 33 |
|
|
2022
Q4 | $1.31M | Sell |
22,393
-18
| -0.1% | -$1.05K | 0.73% | 34 |
|
|
2022
Q3 | $1.31M | Buy |
22,411
+7,548
| +51% | +$441K | 0.72% | 35 |
|
|
2022
Q2 | $909K | Sell |
14,863
-3,641
| -20% | -$223K | 0.53% | 41 |
|
|
2022
Q1 | $1.16M | Buy |
18,504
+10,480
| +131% | +$659K | 0.49% | 44 |
|
|
2021
Q4 | $533K | Buy |
+8,024
| New | +$533K | 0.22% | 61 |
|