Carolinas Wealth Consulting’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carolinas Wealth Consulting’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	-319	Closed	-$18.9K	–	911
2025 Q1	$18.9K	Hold	319	–	–	﹤0.01%	463
2024 Q4	$18.5K	Hold	319	–	–	﹤0.01%	476
2024 Q3	$19.3K	Buy	+319	New	+$19K	﹤0.01%	480
2020 Q4	–	Sell	-26	Closed	-$2K	–	1033
2020 Q3	$2K	Buy	+26	New	+$1.83K	﹤0.01%	756
2020 Q1	–	Sell	-68	Closed	-$4K	–	177
2019 Q4	$4K	Buy	+68	New	+$4.51K	﹤0.01%	86

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 $9.54B AUM 19.86% 1-Year Est. Return

Carolinas Wealth Consulting's VGIT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 319 shares — an estimated $18.9K sold.

Carolinas Wealth Consulting first reported a position in VGIT in Q4 2019 and held it in 5 quarters. The position peaked at $19.3K in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 319 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $18.9K.
Carolinas Wealth Consulting first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 5 quarters.
Carolinas Wealth Consulting's Vanguard Intermediate-Term Treasury ETF position peaked at $19.3K in Q3 2024.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.