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Transform Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Transform Wealth’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$2.68M Sell
45,195
-13,133
-23% -$780K 0.16% 100
2024
Q4 		$3.38M Buy
+58,328
New +$3.38M 0.19% 95