Winch Advisory Services’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 | $866K | Buy |
14,481
+140
| +1% | +$8.37K | 0.21% | 50 |
|
|
2025
Q1 | $852K | Buy |
14,341
+1,739
| +14% | +$103K | 0.23% | 50 |
|
|
2024
Q4 | $731K | Buy |
12,602
+2,189
| +21% | +$127K | 0.19% | 53 |
|
|
2024
Q3 | $629K | Buy |
10,413
+95
| +0.9% | +$5.74K | 0.17% | 56 |
|
|
2024
Q2 | $601K | Buy |
10,318
+1,237
| +14% | +$72K | 0.17% | 54 |
|
|
2024
Q1 | $532K | Buy |
9,081
+3,004
| +49% | +$176K | 0.16% | 56 |
|
|
2023
Q4 | $360K | Buy |
6,077
+5,942
| +4,401% | +$352K | 0.12% | 63 |
|
|
2023
Q3 | $8K | Buy |
135
+1
| +0.7% | +$59 | ﹤0.01% | 273 |
|
|
2023
Q2 | $8K | Buy |
134
+68
| +103% | +$4.06K | ﹤0.01% | 274 |
|
|
2023
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 301 |
|
|
2022
Q2 | – | Sell |
-1,269
| Closed | -$80K | – | 482 |
|
|
2022
Q1 | $80K | Buy |
1,269
+2
| +0.2% | +$126 | 0.03% | 106 |
|
|
2021
Q4 | $84K | Buy |
1,267
+11
| +0.9% | +$729 | 0.03% | 100 |
|
|
2021
Q3 | $85K | Sell |
1,256
-238
| -16% | -$16.1K | 0.03% | 100 |
|
|
2021
Q2 | $101K | Buy |
1,494
+5
| +0.3% | +$338 | 0.04% | 88 |
|
|
2021
Q1 | $100K | Buy |
1,489
+2
| +0.1% | +$134 | 0.04% | 83 |
|
|
2020
Q4 | $103K | Buy |
1,487
+17
| +1% | +$1.18K | 0.04% | 72 |
|
|
2020
Q3 | $104K | Buy |
1,470
+5
| +0.3% | +$354 | 0.04% | 65 |
|
|
2020
Q2 | $103K | Buy |
+1,465
| New | +$103K | 0.05% | 63 |
|