Ullmann Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,534
| Closed | -$265K | – | 116 |
|
|
2024
Q1 | $265K | Sell |
4,534
-674
| -13% | -$39.5K | 0.04% | 97 |
|
|
2023
Q4 | $309K | Sell |
5,208
-830
| -14% | -$49.2K | 0.05% | 89 |
|
|
2023
Q3 | $345K | Sell |
6,038
-552
| -8% | -$31.5K | 0.06% | 75 |
|
|
2023
Q2 | $387K | Buy |
6,590
+2,372
| +56% | +$139K | 0.08% | 68 |
|
|
2023
Q1 | $253K | Buy |
+4,218
| New | +$253K | 0.06% | 79 |
|