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

Evolution Wealth 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
2025
Q3 		– Sell
-10,449
Closed -$625K – 180
2025
Q2 		$625K Hold
10,449
– – 0.09% 88
2025
Q1 		$621K Hold
10,449
– – 0.1% 82
2024
Q4 		$606K Sell
10,449
-1,003
-9% -$59K 0.1% 78
2024
Q3 		$692K Buy
11,452
+2,513
+28% +$150K 0.12% 73
2024
Q2 		$521K Hold
8,939
– – 0.1% 79
2024
Q1 		$523K Buy
8,939
+689
+8% +$40.4K 0.1% 78
2023
Q4 		$489K Hold
8,250
– – 0.1% 81
2023
Q3 		$471K Hold
8,250
– – 0.11% 77
2023
Q2 		$484K Hold
8,250
– – 0.11% 74
2023
Q1 		$495K Sell
8,250
-191
-2% -$11.3K 0.12% 70
2022
Q4 		$494K Buy
8,441
+191
+2% +$11.2K 0.12% 72
2022
Q3 		$481K Buy
+8,250
New +$500K 0.13% 68

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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return