WJ Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-41,754
| Closed | -$2.78M | – | 62 |
|
|
2021
Q4 | $2.78M | Sell |
41,754
-1,533
| -4% | -$102K | 1.66% | 18 |
|
|
2021
Q3 | $2.93M | Sell |
43,287
-1,855
| -4% | -$125K | 1.95% | 21 |
|
|
2021
Q2 | $3.06M | Sell |
45,142
-2,480
| -5% | -$168K | 9.49% | 2 |
|
|
2021
Q1 | $3.2M | Sell |
47,622
-4,966
| -9% | -$334K | 9.96% | 2 |
|
|
2020
Q4 | $3.65M | Sell |
52,588
-3,906
| -7% | -$271K | 11.36% | 2 |
|
|
2020
Q3 | $3.98M | Sell |
56,494
-196,556
| -78% | -$13.9M | 12.9% | 2 |
|
|
2020
Q2 | $17.9M | Buy |
253,050
+168,696
| +200% | +$11.9M | 12.53% | 3 |
|
|
2020
Q1 | $5.95M | Sell |
84,354
-1,474
| -2% | -$104K | 21.44% | 1 |
|
|
2019
Q4 | $5.66M | Buy |
+85,828
| New | +$5.66M | 14.26% | 1 |
|