United Wealth Management’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 Q2	$20.2M	Sell	337,201 -12,869	-4%	-$770K	5.86%	6
2025 Q1	$20.8M	Buy	350,070 +2,509	+0.7%	+$149K	6.51%	6
2024 Q4	$20.2M	Buy	+347,561	New	+$20.2M	6.79%	6