Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,784
| Closed | -$979K | – | 603 |
|
|
2022
Q3 | $979K | Buy |
16,784
+140
| +0.8% | +$8.17K | 0.02% | 227 |
|
|
2022
Q2 | $1.02M | Sell |
16,644
-17,296
| -51% | -$1.06M | 0.02% | 209 |
|
|
2022
Q1 | $2.14M | Sell |
33,940
-1,265
| -4% | -$79.6K | 0.05% | 120 |
|
|
2021
Q4 | $2.34M | Hold |
35,205
| – | – | 0.05% | 131 |
|
|
2021
Q3 | $2.38M | Hold |
35,205
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $2.39M | Sell |
35,205
-2,816
| -7% | -$191K | 0.06% | 101 |
|
|
2021
Q1 | $2.56M | Sell |
38,021
-28,449
| -43% | -$1.91M | 0.06% | 146 |
|
|
2020
Q4 | $4.61M | Sell |
66,470
-7,280
| -10% | -$505K | 0.14% | 76 |
|
|
2020
Q3 | $5.2M | Buy |
73,750
+4,265
| +6% | +$301K | 0.31% | 39 |
|
|
2020
Q2 | $4.9M | Sell |
69,485
-855
| -1% | -$60.3K | 0.34% | 36 |
|
|
2020
Q1 | $4.96M | Sell |
70,340
-10,270
| -13% | -$724K | 0.21% | 66 |
|
|
2019
Q4 | $5.31M | Sell |
80,610
-10,635
| -12% | -$701K | 0.39% | 24 |
|
|
2019
Q3 | $6.08M | Sell |
91,245
-150
| -0.2% | -$10K | 0.5% | 21 |
|
|
2019
Q2 | $6.03M | Sell |
91,395
-13,845
| -13% | -$913K | 0.53% | 19 |
|
|
2019
Q1 | $6.79M | Sell |
105,240
-27,857
| -21% | -$1.8M | 0.63% | 15 |
|
|
2018
Q4 | $8.45M | Buy |
+133,097
| New | +$8.45M | 0.81% | 14 |
|