Wealthcare Advisory Partners’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 | $810K | Sell |
13,543
-1,713
| -11% | -$102K | 0.02% | 525 |
|
2025
Q1 | $906K | Sell |
15,256
-194,527
| -93% | -$11.6M | 0.02% | 463 |
|
2024
Q4 | $12.2M | Buy |
209,783
+9,308
| +5% | +$540K | 0.34% | 58 |
|
2024
Q3 | $12.1M | Buy |
200,475
+15,840
| +9% | +$957K | 0.35% | 56 |
|
2024
Q2 | $10.8M | Buy |
184,635
+17,614
| +11% | +$1.03M | 0.34% | 57 |
|
2024
Q1 | $9.78M | Buy |
167,021
+17,378
| +12% | +$1.02M | 0.32% | 58 |
|
2023
Q4 | $8.88M | Buy |
149,643
+136,458
| +1,035% | +$8.09M | 0.35% | 57 |
|
2023
Q3 | $754K | Sell |
13,185
-162
| -1% | -$9.26K | 0.03% | 334 |
|
2023
Q2 | $783K | Buy |
13,347
+8
| +0.1% | +$469 | 0.04% | 346 |
|
2023
Q1 | $800K | Buy |
13,339
+1,680
| +14% | +$101K | 0.03% | 337 |
|
2022
Q4 | $682K | Buy |
+11,659
| New | +$682K | 0.03% | 348 |
|
2021
Q2 | – | Sell |
-864
| Closed | -$58K | – | 1810 |
|
2021
Q1 | $58K | Buy |
+864
| New | +$58K | ﹤0.01% | 834 |
|
2020
Q2 | – | Sell |
-176
| Closed | -$12K | – | 1304 |
|
2020
Q1 | $12K | Buy |
176
+116
| +193% | +$7.91K | ﹤0.01% | 882 |
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1168 |
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1119 |
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1115 |
|
2019
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 1018 |
|
2018
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 998 |
|
2018
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1043 |
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1038 |
|
2018
Q1 | $4K | Sell |
60
-131
| -69% | -$8.73K | ﹤0.01% | 886 |
|
2017
Q4 | $12K | Buy |
+191
| New | +$12K | ﹤0.01% | 642 |
|