WA
WBH Advisory’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 | $20.1M | Buy |
336,558
+56,673
| +20% | +$3.39M | 1.72% | 14 |
|
|
2025
Q1 | $16.6M | Buy |
279,885
+42,728
| +18% | +$2.54M | 1.55% | 19 |
|
|
2024
Q4 | $13.8M | Sell |
237,157
-17,421
| -7% | -$1.01M | 1.28% | 24 |
|
|
2024
Q3 | $15.4M | Buy |
254,578
+32,312
| +15% | +$1.95M | 1.46% | 19 |
|
|
2024
Q2 | $12.9M | Sell |
222,266
-121,014
| -35% | -$7.05M | 1.31% | 20 |
|
|
2024
Q1 | $20.1M | Buy |
343,280
+87,020
| +34% | +$5.1M | 2.07% | 9 |
|
|
2023
Q4 | $15.2M | Buy |
256,260
+31,740
| +14% | +$1.88M | 1.69% | 14 |
|
|
2023
Q3 | $12.8M | Buy |
224,520
+30,586
| +16% | +$1.75M | 1.57% | 15 |
|
|
2023
Q2 | $11.4M | Buy |
193,934
+17,913
| +10% | +$1.05M | 1.35% | 18 |
|
|
2023
Q1 | $10.6M | Buy |
+176,021
| New | +$10.6M | 1.32% | 18 |
|
|
2022
Q3 | $4.31M | Buy |
73,898
+44,148
| +148% | +$2.57M | 0.62% | 44 |
|
|
2022
Q2 | $1.82M | Sell |
29,750
-49,931
| -63% | -$3.05M | 0.24% | 91 |
|
|
2022
Q1 | $4.9M | Sell |
79,681
-10,427
| -12% | -$641K | 0.6% | 44 |
|
|
2021
Q4 | $5.99M | Buy |
90,108
+979
| +1% | +$65.1K | 0.68% | 38 |
|
|
2021
Q3 | $6.02M | Buy |
89,129
+178
| +0.2% | +$12K | 0.81% | 31 |
|
|
2021
Q2 | $6.08M | Sell |
88,951
-1,620
| -2% | -$111K | 0.89% | 30 |
|
|
2021
Q1 | $6.09M | Sell |
90,571
-3,188
| -3% | -$214K | 0.99% | 25 |
|
|
2020
Q4 | $6.48M | Buy |
93,759
+643
| +0.7% | +$44.4K | 1.11% | 22 |
|
|
2020
Q3 | $6.56M | Buy |
93,116
+1,231
| +1% | +$86.8K | 1.32% | 19 |
|
|
2020
Q2 | $6.48M | Buy |
91,885
+709
| +0.8% | +$50K | 1.57% | 17 |
|
|
2020
Q1 | $6.43K | Buy |
91,176
+5,254
| +6% | +$371 | 1.51% | 12 |
|
|
2019
Q4 | $5.66M | Sell |
85,922
-3,322
| -4% | -$219K | 1.16% | 22 |
|
|
2019
Q3 | $5.95M | Buy |
89,244
+6,355
| +8% | +$424K | 1.34% | 14 |
|
|
2019
Q2 | $5.47M | Sell |
82,889
-5,716
| -6% | -$377K | 1.27% | 17 |
|
|
2019
Q1 | $5.71M | Sell |
88,605
-9,845
| -10% | -$635K | 1.36% | 13 |
|
|
2018
Q4 | $6.25K | Buy |
98,450
+86,822
| +747% | +$5.51K | 1.52% | 11 |
|
|
2018
Q3 | $722K | Sell |
11,628
-1,859
| -14% | -$115K | 0.18% | 118 |
|
|
2018
Q2 | $844K | Buy |
13,487
+3,244
| +32% | +$203K | 0.22% | 106 |
|
|
2018
Q1 | $645K | Buy |
10,243
+43
| +0.4% | +$2.71K | 0.18% | 118 |
|
|
2017
Q4 | $652K | Buy |
10,200
+42
| +0.4% | +$2.69K | 0.17% | 119 |
|
|
2017
Q3 | $656K | Buy |
10,158
+38
| +0.4% | +$2.45K | 0.18% | 114 |
|
|
2017
Q2 | $654K | Buy |
10,120
+37
| +0.4% | +$2.39K | 0.18% | 111 |
|
|
2017
Q1 | $648K | Buy |
10,083
+103
| +1% | +$6.62K | 0.19% | 109 |
|
|
2016
Q4 | $637K | Buy |
9,980
+6,605
| +196% | +$422K | 0.21% | 102 |
|
|
2016
Q3 | $225K | Buy |
+3,375
| New | +$225K | 0.08% | 201 |
|