Atlantic Edge Private Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-89	Closed	-$5.29K	–	527
2025 Q1	$5.29K	Hold	89	–	–	﹤0.01%	403
2024 Q4	$5.16K	Sell	89 -202	-69%	-$11.9K	﹤0.01%	385
2024 Q3	$17.6K	Hold	291	–	–	0.01%	284
2024 Q2	$16.9K	Buy	291 +20	+7%	+$1.16K	0.01%	271
2024 Q1	$15.9K	Buy	271 +69	+34%	+$4.05K	0.01%	274
2023 Q4	$12K	Buy	+202	New	+$11.6K	﹤0.01%	284

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VGIT Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 89 shares — an estimated $5.29K sold.

Atlantic Edge Private Wealth Management first reported a position in VGIT in Q4 2023 and held it in 6 quarters. The position peaked at $17.6K in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 89 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $5.29K.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 6 quarters.
Atlantic Edge Private Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $17.6K in Q3 2024.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.