Websterrogers Financial Advisors’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 | $8.15M | Buy |
136,330
+4,002
| +3% | +$239K | 2.59% | 14 |
|
|
2025
Q1 | $7.86M | Buy |
132,328
+44,797
| +51% | +$2.66M | 2.68% | 15 |
|
|
2024
Q4 | $5.08M | Buy |
87,531
+2,534
| +3% | +$147K | 1.76% | 21 |
|
|
2024
Q3 | $5.14M | Sell |
84,997
-7,919
| -9% | -$478K | 1.8% | 21 |
|
|
2024
Q2 | $5.41M | Buy |
92,916
+2,348
| +3% | +$137K | 1.93% | 20 |
|
|
2024
Q1 | $5.3M | Buy |
+90,568
| New | +$5.3M | 1.89% | 18 |
|