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Evelyn Partners Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Evelyn Partners Investment 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
Q1 		– Sell
-1,600
Closed -$95.9K – 426
2025
Q4 		$95.9K Hold
1,600
– – ﹤0.01% 245
2025
Q3 		$96K Buy
+1,600
New +$95.5K ﹤0.01% 241

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NL
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Evelyn Partners Investment Management's VGIT Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 1,600 shares — an estimated $95.9K sold.

Evelyn Partners Investment Management first reported a position in VGIT in Q3 2025 and held it in 2 quarters. The position peaked at $96K in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 1,600 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $95.9K.
  • Evelyn Partners Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $96K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.