TrueWealth Advisors’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
Q1 | – | Sell |
-32,099
| Closed | -$1.86M | – | 237 |
|
2024
Q4 | $1.86M | Buy |
32,099
+5,813
| +22% | +$337K | 0.62% | 34 |
|
2024
Q3 | $1.59M | Buy |
26,286
+19,556
| +291% | +$1.18M | 0.53% | 41 |
|
2024
Q2 | $392K | Buy |
6,730
+3,300
| +96% | +$192K | 0.15% | 114 |
|
2024
Q1 | $201K | Sell |
3,430
-11
| -0.3% | -$644 | 0.08% | 207 |
|
2023
Q4 | $204K | Sell |
3,441
-106
| -3% | -$6.29K | 0.08% | 190 |
|
2023
Q3 | $203K | Buy |
+3,547
| New | +$203K | 0.09% | 189 |
|