TWD
True Wealth Design’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 | $34.5K | Buy |
576
+228
| +66% | +$13.6K | 0.01% | 265 |
|
|
2025
Q1 | $20.7K | Hold |
348
| – | – | 0.01% | 334 |
|
|
2024
Q4 | $20.2K | Buy |
+348
| New | +$20.2K | 0.01% | 321 |
|
|
2024
Q3 | – | Sell |
-370,095
| Closed | -$21.6M | – | 1316 |
|
|
2024
Q2 | $21.6M | Buy |
370,095
+12,525
| +4% | +$729K | 5.33% | 5 |
|
|
2024
Q1 | $20.9M | Buy |
357,570
+16,896
| +5% | +$989K | 5.22% | 5 |
|
|
2023
Q4 | $20.2M | Sell |
340,674
-128,413
| -27% | -$7.62M | 5.69% | 5 |
|
|
2023
Q3 | $26.8M | Sell |
469,087
-56,118
| -11% | -$3.21M | 8.97% | 3 |
|
|
2023
Q2 | $30.8M | Buy |
525,205
+48,505
| +10% | +$2.85M | 11.27% | 2 |
|
|
2023
Q1 | $28.6M | Sell |
476,700
-25,718
| -5% | -$1.54M | 11.99% | 2 |
|
|
2022
Q4 | $29.4M | Buy |
+502,418
| New | +$29.4M | 13.59% | 1 |
|