Wade Financial Advisory’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
Q1 | $16.8M | Buy |
283,598
+2,766
| +1% | +$164K | 5.77% | 5 |
|
|
2024
Q4 | $16.3M | Buy |
280,832
+25,025
| +10% | +$1.45M | 5.52% | 5 |
|
|
2024
Q3 | $15.5M | Buy |
255,807
+12,319
| +5% | +$744K | 5.2% | 5 |
|
|
2024
Q2 | $14.2M | Buy |
243,488
+16,035
| +7% | +$934K | 5.1% | 5 |
|
|
2024
Q1 | $13.3M | Buy |
227,453
+35,430
| +18% | +$2.07M | 4.86% | 5 |
|
|
2023
Q4 | $11.4M | Buy |
+192,023
| New | +$11.4M | 4.31% | 5 |
|
|
2023
Q3 | – | Sell |
-133,130
| Closed | -$7.81M | – | 75 |
|
|
2023
Q2 | $7.81M | Buy |
133,130
+23,815
| +22% | +$1.4M | 3.09% | 9 |
|
|
2023
Q1 | $6.55M | Buy |
+109,315
| New | +$6.55M | 2.75% | 11 |
|