VFA
Valeo Financial Advisors’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 | $91M | Buy |
1,521,284
+34,026
| +2% | +$2.04M | 2.19% | 13 |
|
|
2025
Q1 | $88.3M | Buy |
1,487,258
+84,262
| +6% | +$5.01M | 2.46% | 10 |
|
|
2024
Q4 | $81.4M | Buy |
1,402,996
+78,613
| +6% | +$4.56M | 2.26% | 11 |
|
|
2024
Q3 | $80M | Buy |
1,324,383
+100,417
| +8% | +$6.07M | 2.28% | 12 |
|
|
2024
Q2 | $71.3M | Buy |
1,223,966
+65,884
| +6% | +$3.84M | 2.23% | 12 |
|
|
2024
Q1 | $66.4M | Buy |
1,158,082
+83,821
| +8% | +$4.8M | 2.38% | 10 |
|
|
2023
Q4 | $63.7M | Buy |
1,074,261
+88,329
| +9% | +$5.24M | 2.57% | 8 |
|
|
2023
Q3 | $56.3M | Buy |
985,932
+19,916
| +2% | +$1.14M | 2.57% | 8 |
|
|
2023
Q2 | $56.7M | Buy |
966,016
+70,203
| +8% | +$4.12M | 2.59% | 8 |
|
|
2023
Q1 | $53.7M | Buy |
895,813
+126,115
| +16% | +$7.56M | 2.59% | 7 |
|
|
2022
Q4 | $45M | Buy |
769,698
+199,640
| +35% | +$11.7M | 2.47% | 7 |
|
|
2022
Q3 | $25.5M | Buy |
570,058
+520,548
| +1,051% | +$23.3M | 1.62% | 10 |
|
|
2022
Q2 | $3.03M | Sell |
49,510
-6,587
| -12% | -$403K | 0.19% | 73 |
|
|
2022
Q1 | $3.53M | Buy |
56,097
+18,066
| +48% | +$1.14M | 0.18% | 79 |
|
|
2021
Q4 | $2.53M | Buy |
38,031
+20,822
| +121% | +$1.38M | 0.14% | 92 |
|
|
2021
Q3 | $1.16M | Buy |
17,209
+11,247
| +189% | +$759K | 0.07% | 157 |
|
|
2021
Q2 | $404K | Buy |
5,962
+12
| +0.2% | +$813 | 0.02% | 287 |
|
|
2021
Q1 | $400K | Buy |
+5,950
| New | +$400K | 0.02% | 297 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$4K | – | 1875 |
|
|
2019
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q2 | $4K | Buy |
59
+1
| +2% | +$68 | ﹤0.01% | 1288 |
|
|
2019
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $4K | Sell |
58
-57
| -50% | -$3.93K | ﹤0.01% | 1162 |
|
|
2018
Q3 | $7K | Buy |
115
+58
| +102% | +$3.53K | ﹤0.01% | 1087 |
|
|
2018
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 1213 |
|
|
2017
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1081 |
|