Watershed Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,360
| Closed | -$314K | – | 126 |
|
|
2024
Q1 | $314K | Sell |
5,360
-43,254
| -89% | -$2.53M | 0.14% | 93 |
|
|
2023
Q4 | $2.88M | Sell |
48,614
-3,472
| -7% | -$206K | 1.59% | 18 |
|
|
2023
Q3 | $2.98M | Buy |
52,086
+293
| +0.6% | +$16.7K | 1.84% | 18 |
|
|
2023
Q2 | $3.04M | Buy |
51,793
+8,151
| +19% | +$478K | 1.84% | 18 |
|
|
2023
Q1 | $2.62M | Buy |
43,642
+5,852
| +15% | +$351K | 1.77% | 21 |
|
|
2022
Q4 | $2.21M | Buy |
+37,790
| New | +$2.21M | 1.68% | 20 |
|