Vigilare Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Sell |
407,137
-339,401
| -45% | -$34.2M | 15.37% | 1 |
|
|
2025
Q1 | $75.2M | Sell |
746,538
-236,488
| -24% | -$23.8M | 30.01% | 1 |
|
|
2024
Q4 | $98.6M | Buy |
983,026
+595,792
| +154% | +$59.8M | 40.04% | 1 |
|
|
2024
Q3 | $39M | Buy |
387,234
+264,715
| +216% | +$26.7M | 15.77% | 2 |
|
|
2024
Q2 | $12.3M | Sell |
122,519
-257,202
| -68% | -$25.9M | 5.45% | 3 |
|
|
2024
Q1 | $38.2M | Buy |
379,721
+57,965
| +18% | +$5.84M | 18.85% | 1 |
|
|
2023
Q4 | $32.3M | Sell |
321,756
-6,161
| -2% | -$618K | 16.61% | 2 |
|
|
2023
Q3 | $33M | Buy |
327,917
+103,091
| +46% | +$10.4M | 21.06% | 1 |
|
|
2023
Q2 | $22.6M | Buy |
224,826
+82,113
| +58% | +$8.26M | 13.05% | 2 |
|
|
2023
Q1 | $14.4M | Buy |
+142,713
| New | +$14.4M | 8.1% | 3 |
|