WFA of San Diego’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$339K	Sell	5,694 -40	-0.7%	-$2.4K	0.27%	62
2025 Q4	$344K	Hold	5,734	–	–	0.25%	67
2025 Q3	$344K	Buy	5,734 +401	+8%	+$23.9K	0.24%	71
2025 Q2	$319K	Buy	+5,333	New	+$316K	0.23%	75
2024 Q3	$373K	Sell	6,170 -170	-3%	-$10.1K	0.31%	66
2024 Q2	$369K	Buy	+6,340	New	+$367K	0.33%	63
2023 Q3	$346K	Sell	6,055 -217	-3%	-$12.6K	0.36%	59
2023 Q2	$368K	Sell	6,272 -1,334	-18%	-$79.5K	0.36%	55
2023 Q1	$456K	Sell	7,606 -978	-11%	-$57.9K	0.48%	45
2022 Q4	$502K	Hold	8,584	–	–	0.38%	56
2022 Q3	$501K	Sell	8,584 -119	-1%	-$7.21K	0.45%	53
2022 Q2	$532K	Hold	8,703	–	–	0.46%	48
2022 Q1	$548K	Sell	8,703 -308	-3%	-$19.9K	0.42%	52
2021 Q4	$599K	Sell	9,011 -570	-6%	-$38.2K	0.35%	64
2021 Q3	$647K	Sell	9,581 -170	-2%	-$11.6K	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%	-$69.6K	0.57%	37
2020 Q4	$69	Sell	11,195 -790	-7%	-$55.3K	0.02%	63
2020 Q3	$844K	Buy	11,985 +2,394	+25%	+$169K	0.8%	33
2020 Q2	$677K	Buy	+9,591	New	+$675K	0.16%	128