Wealth Enhancement Advisory Services’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 | $12.5M | Sell |
210,420
-26,676
| -11% | -$1.58M | 0.02% | 564 |
|
2025
Q1 | $14.1M | Sell |
237,096
-5,206
| -2% | -$309K | 0.03% | 497 |
|
2024
Q4 | $14.1M | Buy |
242,302
+48,179
| +25% | +$2.79M | 0.03% | 468 |
|
2024
Q3 | $11.7M | Buy |
194,123
+2,953
| +2% | +$178K | 0.03% | 476 |
|
2024
Q2 | $11.1M | Buy |
191,170
+20,108
| +12% | +$1.17M | 0.03% | 460 |
|
2024
Q1 | $10M | Buy |
171,062
+53,114
| +45% | +$3.11M | 0.03% | 474 |
|
2023
Q4 | $7M | Buy |
117,948
+78,599
| +200% | +$4.66M | 0.02% | 511 |
|
2023
Q3 | $2.25M | Buy |
+39,349
| New | +$2.25M | 0.01% | 821 |
|
2023
Q1 | – | Sell |
-5,883
| Closed | -$351K | – | 562 |
|
2022
Q4 | $351K | Buy |
+5,883
| New | +$351K | ﹤0.01% | 286 |
|