Whelan Financial’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
Q1 | – | Sell |
-256,356
| Closed | -$14.9M | – | 67 |
|
|
2024
Q4 | $14.9M | Buy |
256,356
+9,644
| +4% | +$559K | 5.85% | 6 |
|
|
2024
Q3 | $14.9M | Buy |
246,712
+4,140
| +2% | +$250K | 6.14% | 6 |
|
|
2024
Q2 | $14.1M | Buy |
242,572
+5,523
| +2% | +$322K | 6.31% | 6 |
|
|
2024
Q1 | $13.9M | Sell |
237,049
-24,280
| -9% | -$1.42M | 6.34% | 6 |
|
|
2023
Q4 | $15.5M | Buy |
261,329
+7,252
| +3% | +$430K | 7.23% | 6 |
|
|
2023
Q3 | $14.5M | Buy |
254,077
+9,311
| +4% | +$532K | 7.66% | 6 |
|
|
2023
Q2 | $14.4M | Buy |
244,766
+7,756
| +3% | +$455K | 7.5% | 7 |
|
|
2023
Q1 | $14.2M | Buy |
237,010
+11,437
| +5% | +$686K | 7.88% | 7 |
|
|
2022
Q4 | $13.2M | Sell |
225,573
-2,333
| -1% | -$136K | 7.96% | 7 |
|
|
2022
Q3 | $13.3M | Buy |
227,906
+3,286
| +1% | +$192K | 9.14% | 7 |
|
|
2022
Q2 | $13.7M | Sell |
224,620
-5,295
| -2% | -$324K | 9.29% | 7 |
|
|
2022
Q1 | $14.5M | Sell |
229,915
-764
| -0.3% | -$48.1K | 8.91% | 7 |
|
|
2021
Q4 | $15.3M | Buy |
230,679
+66,025
| +40% | +$4.39M | 9.52% | 7 |
|
|
2021
Q3 | $11.1M | Buy |
+164,654
| New | +$11.1M | 10.17% | 5 |
|