Waterway Wealth Management’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
Q2 | – | Sell |
-8,163
| Closed | -$484K | – | 99 |
|
|
2025
Q1 | $484K | Sell |
8,163
-126,919
| -94% | -$7.53M | 0.2% | 48 |
|
|
2024
Q4 | $7.83M | Sell |
135,082
-8,694
| -6% | -$504K | 3.45% | 8 |
|
|
2024
Q3 | $8.69M | Sell |
143,776
-101,659
| -41% | -$6.14M | 3.73% | 8 |
|
|
2024
Q2 | $14.3M | Sell |
245,435
-96,490
| -28% | -$5.62M | 7.01% | 4 |
|
|
2024
Q1 | $20M | Sell |
341,925
-40,856
| -11% | -$2.39M | 8.8% | 4 |
|
|
2023
Q4 | $22.7M | Buy |
+382,781
| New | +$22.7M | 9.47% | 4 |
|