WOSD
WFA of San Diego’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
+5,333
| New | +$319K | 0.23% | 75 |
|
|
2024
Q3 | $373K | Sell |
6,170
-170
| -3% | -$10.3K | 0.31% | 66 |
|
|
2024
Q2 | $369K | Buy |
+6,340
| New | +$369K | 0.33% | 63 |
|
|
2023
Q3 | $346K | Sell |
6,055
-217
| -3% | -$12.4K | 0.36% | 59 |
|
|
2023
Q2 | $368K | Sell |
6,272
-1,334
| -18% | -$78.3K | 0.36% | 55 |
|
|
2023
Q1 | $456K | Sell |
7,606
-978
| -11% | -$58.6K | 0.48% | 45 |
|
|
2022
Q4 | $502K | Hold |
8,584
| – | – | 0.38% | 56 |
|
|
2022
Q3 | $501K | Sell |
8,584
-119
| -1% | -$6.95K | 0.45% | 53 |
|
|
2022
Q2 | $532K | Hold |
8,703
| – | – | 0.46% | 48 |
|
|
2022
Q1 | $548K | Sell |
8,703
-308
| -3% | -$19.4K | 0.42% | 52 |
|
|
2021
Q4 | $599K | Sell |
9,011
-570
| -6% | -$37.9K | 0.35% | 64 |
|
|
2021
Q3 | $647K | Sell |
9,581
-170
| -2% | -$11.5K | 0.45% | 50 |
|
|
2021
Q2 | $661K | Sell |
9,751
-427
| -4% | -$28.9K | 0.51% | 42 |
|
|
2021
Q1 | $684K | Sell |
10,178
-1,017
| -9% | -$68.3K | 0.57% | 37 |
|
|
2020
Q4 | $69 | Sell |
11,195
-790
| -7% | -$5 | 0.02% | 63 |
|
|
2020
Q3 | $844K | Buy |
11,985
+2,394
| +25% | +$169K | 0.8% | 33 |
|
|
2020
Q2 | $677K | Buy |
+9,591
| New | +$677K | 0.16% | 128 |
|