Waverly Advisors’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	$339K	Sell	5,669 -604	-10%	-$36.1K	﹤0.01%	925
2025 Q1	$373K	Sell	6,273 -73	-1%	-$4.34K	﹤0.01%	862
2024 Q4	$368K	Sell	6,346 -552	-8%	-$32K	0.01%	758
2024 Q3	$417K	Buy	6,898 +2,062	+43%	+$125K	0.01%	612
2024 Q2	$282K	Buy	+4,836	New	+$282K	0.01%	682