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

Clearstead 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
Q1 		$37.6K Buy
+631
New +$37.8K ﹤0.01% 1333
2024
Q3 		– Sell
-4,554
Closed -$265K – 2117
2024
Q2 		$265K Hold
4,554
– – ﹤0.01% 725
2024
Q1 		$263K Hold
4,554
– – 0.01% 424
2023
Q4 		$270K Sell
4,554
-4,554
-50% -$262K 0.01% 417
2023
Q3 		$521K Buy
9,108
+4,511
+98% +$262K 0.02% 401
2023
Q2 		$270K Hold
4,597
– – 0.02% 392
2023
Q1 		$276K Hold
4,597
– – 0.02% 352
2022
Q4 		$269K Buy
4,597
+4,592
+91,840% +$268K 0.02% 343
2022
Q3 		$0 Buy
+5
New +$303 ﹤0.01% 1368
2021
Q3 		– Sell
-1,407
Closed -$95K – 1398
2021
Q2 		$95K Buy
+1,407
New +$95.2K 0.01% 461

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return