Wingate Wealth 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
$374K Buy
6,258
+2,820
+82% +$169K 0.33% 70
2025
Q1
$204K Hold
3,438
0.24% 90
2024
Q4
$199K Buy
+3,438
New +$199K 0.2% 95