WCFA
Walkner Condon 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 | $1.8M | Buy |
30,070
+9,830
| +49% | +$588K | 0.33% | 70 |
|
|
2025
Q1 | $1.2M | Buy |
20,240
+3,940
| +24% | +$234K | 0.24% | 86 |
|
|
2024
Q4 | $945K | Buy |
16,300
+2,347
| +17% | +$136K | 0.19% | 98 |
|
|
2024
Q3 | $843K | Sell |
13,953
-63,534
| -82% | -$3.84M | 0.17% | 105 |
|
|
2024
Q2 | $4.51M | Buy |
77,487
+606
| +0.8% | +$35.3K | 0.97% | 31 |
|
|
2024
Q1 | $4.5M | Sell |
76,881
-9,186
| -11% | -$538K | 0.95% | 29 |
|
|
2023
Q4 | $5.11M | Buy |
86,067
+75,162
| +689% | +$4.46M | 1.16% | 22 |
|
|
2023
Q3 | $623K | Buy |
10,905
+1,692
| +18% | +$96.7K | 0.17% | 115 |
|
|
2023
Q2 | $540K | Sell |
9,213
-762
| -8% | -$44.7K | 0.14% | 123 |
|
|
2023
Q1 | $598K | Hold |
9,975
| – | – | 0.17% | 111 |
|
|
2022
Q4 | $583K | Sell |
9,975
-906
| -8% | -$53K | 0.17% | 110 |
|
|
2022
Q3 | $635K | Sell |
10,881
-386
| -3% | -$22.5K | 0.2% | 101 |
|
|
2022
Q2 | $689K | Sell |
11,267
-1,979
| -15% | -$121K | 0.22% | 96 |
|
|
2022
Q1 | $833K | Sell |
13,246
-2,178
| -14% | -$137K | 0.24% | 87 |
|
|
2021
Q4 | $1.03M | Buy |
15,424
+1,083
| +8% | +$72K | 0.67% | 43 |
|
|
2021
Q3 | $969K | Buy |
14,341
+2,708
| +23% | +$183K | 0.48% | 47 |
|
|
2021
Q2 | $788K | Buy |
11,633
+1,804
| +18% | +$122K | 0.29% | 66 |
|
|
2021
Q1 | $661K | Buy |
9,829
+1,250
| +15% | +$84.1K | 0.26% | 79 |
|
|
2020
Q4 | $596K | Buy |
8,579
+3,123
| +57% | +$217K | 0.26% | 70 |
|
|
2020
Q3 | $385K | Buy |
+5,456
| New | +$385K | 0.21% | 82 |
|