WFPG
Waller Financial Planning Group’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 | $282K | Sell |
4,708
-381
| -7% | -$22.8K | 0.07% | 63 |
|
|
2025
Q1 | $302K | Sell |
5,089
-149
| -3% | -$8.85K | 0.08% | 59 |
|
|
2024
Q4 | $304K | Buy |
5,238
+395
| +8% | +$22.9K | 0.08% | 57 |
|
|
2024
Q3 | $293K | Buy |
4,843
+294
| +6% | +$17.8K | 0.07% | 56 |
|
|
2024
Q2 | $265K | Buy |
+4,549
| New | +$265K | 0.07% | 59 |
|