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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.1M	Buy	504,812 +68,577	+16%	+$4.11M	0.65%	39
2025 Q4	$26.1M	Buy	436,235 +161,689	+59%	+$9.72M	0.46%	46
2025 Q3	$16.5M	Buy	274,546 +22,452	+9%	+$1.34M	0.33%	61
2025 Q2	$15.1M	Buy	252,094 +55,150	+28%	+$3.26M	0.32%	61
2025 Q1	$11.7M	Buy	196,944 +15,278	+8%	+$894K	0.27%	79
2024 Q4	$10.5M	Buy	181,666 +165,662	+1,035%	+$9.74M	0.24%	90
2024 Q3	$967K	Sell	16,004 -1,690	-10%	-$101K	0.02%	376
2024 Q2	$1.03M	Sell	17,694 -2,656	-13%	-$154K	0.02%	363
2024 Q1	$1.19M	Sell	20,350 -1,372	-6%	-$80.5K	0.03%	340
2023 Q4	$1.29M	Sell	21,722 -2,903	-12%	-$167K	0.05%	273
2023 Q3	$1.41M	Buy	+24,625	New	+$1.43M	0.06%	241