Topel & Distasi Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $694K | Sell |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $853K | Sell |
|
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|
2024
Q4 | $1.1M | Sell |
|
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|
2024
Q3 | $1.17M | Buy |
|
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.06M | Buy |
|
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|
2023
Q4 | $969K | Sell |
|
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.73M | Sell |
|
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|
2023
Q1 | $1.79M | Buy |
|
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $909K | Sell |
|
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $533K | Buy |
|