Beaird Harris Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Beaird Harris 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
2026 Q2	$13.8K	Hold	234	–	–	﹤0.01%	366
2026 Q1	$13.9K	Sell	234 -607	-72%	-$36.4K	﹤0.01%	346
2025 Q4	$50.4K	Sell	841 -187	-18%	-$11.2K	﹤0.01%	252
2025 Q3	$61.7K	Sell	1,028 -210	-17%	-$12.5K	﹤0.01%	226
2025 Q2	$74K	Sell	1,238 -3,540	-74%	-$210K	0.01%	216
2025 Q1	$284K	Buy	4,778 +211	+5%	+$12.3K	0.02%	109
2024 Q4	$265K	Hold	4,567	–	–	0.02%	118
2024 Q3	$276K	Sell	4,567 -17	-0.4%	-$1.01K	0.02%	122
2024 Q2	$267K	Buy	4,584 +251	+6%	+$14.5K	0.03%	112
2024 Q1	$254K	Sell	4,333 -229	-5%	-$13.4K	0.02%	103
2023 Q4	$271K	Buy	+4,562	New	+$263K	0.03%	94
2022 Q1	–	Sell	-2,235	Closed	-$149K	–	733
2021 Q4	$149K	Buy	+2,235	New	+$150K	0.05%	128

Other funds holding VGIT

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Beaird Harris Wealth Management's VGIT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 234 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Beaird Harris Wealth Management first reported a position in VGIT in Q4 2021 and has held it in 12 quarters since. The position peaked at $284K in Q1 2025. 197 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Beaird Harris Wealth Management held 234 shares of Vanguard Intermediate-Term Treasury ETF worth $13.8K as of Q2 2026.
Beaird Harris Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #366 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $284K in Q1 2025.
197 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.