VERITY Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,869
| Closed | -$599K | – | 68 |
|
|
2021
Q3 | $599K | Buy |
8,869
+975
| +12% | +$65.9K | 0.54% | 35 |
|
|
2021
Q2 | $535K | Hold |
7,894
| – | – | 0.49% | 33 |
|
|
2021
Q1 | $531K | Hold |
7,894
| – | – | 0.47% | 34 |
|
|
2020
Q4 | $548K | Hold |
7,894
| – | – | 0.5% | 30 |
|
|
2020
Q3 | $556K | Hold |
7,894
| – | – | 0.57% | 30 |
|
|
2020
Q2 | $557K | Buy |
+7,894
| New | +$557K | 0.6% | 29 |
|