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CGN Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

CGN Advisors’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 		$561K Sell
9,520
-8,485
-47% -$501K 0.04% 218
2026
Q1 		$1.07M Sell
18,005
-58,606
-76% -$3.51M 0.08% 176
2025
Q4 		$4.59M Buy
76,611
+11,203
+17% +$674K 0.36% 56
2025
Q3 		$3.93M Buy
65,408
+26,048
+66% +$1.56M 0.32% 66
2025
Q2 		$2.35M Buy
39,360
+8,362
+27% +$495K 0.21% 102
2025
Q1 		$1.84M Sell
30,998
-1,678
-5% -$98.2K 0.18% 125
2024
Q4 		$1.9M Buy
+32,676
New +$1.92M 0.18% 121
2023
Q1 		– Sell
-26,182
Closed -$1.53M – 224
2022
Q4 		$1.53M Sell
26,182
-3,315
-11% -$194K 0.27% 99
2022
Q3 		$1.72M Sell
29,497
-5,812
-16% -$352K 0.43% 64
2022
Q2 		$2.16M Sell
35,309
-24,500
-41% -$1.5M 0.61% 43
2022
Q1 		$3.76M Sell
59,809
-6,393
-10% -$414K 0.94% 34
2021
Q4 		$4.4M Buy
66,202
+720
+1% +$48.3K 1.15% 25
2021
Q3 		$4.42M Buy
65,482
+3,125
+5% +$213K 1.45% 16
2021
Q2 		$4.23M Buy
62,357
+8,695
+16% +$588K 1.34% 21
2021
Q1 		$3.61M Buy
53,662
+17,418
+48% +$1.19M 1.3% 23
2020
Q4 		$2.52M Buy
+36,244
New +$2.53M 1.01% 32

Other funds holding VGIT

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return