WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.6K | Sell |
390
-590
| -60% | -$34.2K | 0.01% | 440 |
|
|
2024
Q3 | $59.2K | Hold |
980
| – | – | 0.02% | 322 |
|
|
2024
Q2 | $57K | Hold |
980
| – | – | 0.02% | 313 |
|
|
2024
Q1 | $57.4K | Sell |
980
-40,541
| -98% | -$2.37M | 0.02% | 314 |
|
|
2023
Q4 | $2.46M | Sell |
41,521
-804
| -2% | -$47.7K | 0.92% | 27 |
|
|
2023
Q3 | $2.42M | Buy |
42,325
+1,338
| +3% | +$76.5K | 0.92% | 25 |
|
|
2023
Q2 | $2.4M | Buy |
40,987
+1,013
| +3% | +$59.4K | 0.93% | 24 |
|
|
2023
Q1 | $2.4M | Buy |
+39,974
| New | +$2.4M | 1.04% | 20 |
|