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

Dopkins 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	$6.25M	Buy	105,994 +9,555	+10%	+$565K	2.27%	13
2026 Q1	$5.74M	Buy	96,439 +5,025	+5%	+$301K	2.31%	11
2025 Q4	$5.48M	Buy	91,414 +9,924	+12%	+$597K	2.24%	13
2025 Q3	$4.89M	Buy	81,490 +2,989	+4%	+$178K	2.06%	14
2025 Q2	$4.7M	Buy	78,501 +12,863	+20%	+$761K	2.11%	14
2025 Q1	$3.9M	Buy	65,638 +6,848	+12%	+$401K	1.98%	12
2024 Q4	$3.41M	Buy	58,790 +47,575	+424%	+$2.8M	1.74%	12
2024 Q3	$678K	Sell	11,215 -8,160	-42%	-$487K	0.55%	25
2024 Q2	$1.13M	Buy	19,375 +2,518	+15%	+$146K	0.69%	23
2024 Q1	$987K	Buy	+16,857	New	+$989K	0.59%	25
2023 Q4	–	Sell	-11,922	Closed	-$681K	–	55
2023 Q3	$681K	Buy	+11,922	New	+$691K	0.52%	24

Other funds holding VGIT

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

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

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

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

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

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

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return