WealthShield 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 | $65K | Buy |
1,087
+107
| +11% | +$6.4K | 0.01% | 414 |
|
|
2025
Q1 | $58.2K | Hold |
980
| – | – | 0.01% | 408 |
|
|
2024
Q4 | $56.8K | Hold |
980
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $59.2K | Hold |
980
| – | – | 0.01% | 382 |
|
|
2024
Q2 | $57.1K | Buy |
980
+793
| +424% | +$46.2K | 0.01% | 354 |
|
|
2024
Q1 | $10.9K | Hold |
187
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $11.1K | Sell |
187
-4,716
| -96% | -$280K | ﹤0.01% | 434 |
|
|
2023
Q3 | $280K | Sell |
4,903
-3,254
| -40% | -$186K | 0.04% | 259 |
|
|
2023
Q2 | $478K | Hold |
8,157
| – | – | 0.07% | 208 |
|
|
2023
Q1 | $489K | Hold |
8,157
| – | – | 0.08% | 207 |
|
|
2022
Q4 | $477K | Sell |
8,157
-138
| -2% | -$8.07K | 0.09% | 202 |
|
|
2022
Q3 | $484K | Sell |
8,295
-1,197
| -13% | -$69.8K | 0.1% | 198 |
|
|
2022
Q2 | $581K | Hold |
9,492
| – | – | 0.12% | 183 |
|
|
2022
Q1 | $597K | Sell |
9,492
-1,365
| -13% | -$85.9K | 0.1% | 211 |
|
|
2021
Q4 | $722K | Buy |
10,857
+2,388
| +28% | +$159K | 0.12% | 168 |
|
|
2021
Q3 | $572K | Buy |
+8,469
| New | +$572K | 0.15% | 130 |
|
|
2021
Q1 | – | Sell |
-10,113
| Closed | -$702K | – | 1193 |
|
|
2020
Q4 | $702K | Hold |
10,113
| – | – | 0.13% | 130 |
|
|
2020
Q3 | $713K | Hold |
10,113
| – | – | 0.25% | 93 |
|
|
2020
Q2 | $714K | Sell |
10,113
-30
| -0.3% | -$2.12K | 0.33% | 70 |
|
|
2020
Q1 | $716K | Hold |
10,143
| – | – | 0.44% | 53 |
|
|
2019
Q4 | $668K | Hold |
10,143
| – | – | 0.33% | 64 |
|
|
2019
Q3 | $676K | Hold |
10,143
| – | – | 0.36% | 60 |
|
|
2019
Q2 | $669K | Sell |
10,143
-377
| -4% | -$24.9K | 0.39% | 53 |
|
|
2019
Q1 | $678K | Sell |
10,520
-500
| -5% | -$32.2K | 0.38% | 58 |
|
|
2018
Q4 | $699K | Hold |
11,020
| – | – | 0.48% | 45 |
|
|
2018
Q3 | $684K | Sell |
11,020
-2,310
| -17% | -$143K | 0.39% | 50 |
|
|
2018
Q2 | $835K | Hold |
13,330
| – | – | 0.51% | 40 |
|
|
2018
Q1 | $840K | Sell |
13,330
-193
| -1% | -$12.2K | 0.53% | 39 |
|
|
2017
Q4 | $863K | Buy |
+13,523
| New | +$863K | 0.53% | 39 |
|