UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $250K | Hold |
4,351
| – | – | 0.13% | 79 |
|
|
2022
Q2 | $270K | Hold |
4,351
| – | – | 0.11% | 96 |
|
|
2022
Q1 | $270K | Hold |
4,351
| – | – | 0.1% | 91 |
|
|
2021
Q4 | $290K | Hold |
4,351
| – | – | 0.11% | 90 |
|
|
2021
Q3 | $290K | Buy |
4,351
+155
| +4% | +$10.3K | 0.11% | 91 |
|
|
2021
Q2 | $280K | Hold |
4,196
| – | – | 0.1% | 98 |
|
|
2021
Q1 | $280K | Buy |
4,196
+839
| +25% | +$56K | 0.11% | 95 |
|
|
2020
Q4 | $233K | Buy |
+3,357
| New | +$233K | 0.12% | 68 |
|