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

Forza 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 Q3	$817K	Sell	14,412 -4,353	-23%	-$253K	0.24%	91
2026 Q2	$1.11M	Hold	18,765	–	–	0.34%	66
2026 Q1	$1.12M	Sell	18,765 -649	-3%	-$38.9K	0.39%	61
2025 Q4	$1.16M	Hold	19,414	–	–	0.42%	55
2025 Q3	$1.17M	Sell	19,414 -7,617	-28%	-$455K	0.45%	50
2025 Q2	$1.62M	Buy	27,031 +9,531	+54%	+$564K	0.66%	43
2025 Q1	$1.04M	Hold	17,500	–	–	0.47%	53
2024 Q4	$1.02M	Sell	17,500 -433	-2%	-$25.4K	0.46%	57
2024 Q3	$1.08M	Hold	17,933	–	–	0.5%	55
2024 Q2	$1.04M	Hold	17,933	–	–	0.54%	52
2024 Q1	$1.05M	Hold	17,933	–	–	0.55%	55
2023 Q4	$1.06M	Sell	17,933 -46,691	-72%	-$2.69M	0.59%	52
2023 Q3	$3.69M	Hold	64,624	–	–	1.91%	7
2023 Q2	$3.79M	Hold	64,624	–	–	1.91%	7
2023 Q1	$3.87M	Hold	64,624	–	–	2%	7
2022 Q4	$3.78M	Buy	+64,624	New	+$3.78M	2.51%	6

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Forza Wealth Management's VGIT Position: Q3 2026 in Review

Forza Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 23% in Q3 2026, selling an estimated $253K and leaving 14,412 shares worth $817K. The position accounts for 0.24% of the portfolio, ranked #91.

Forza Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.87M in Q1 2023. 225 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Forza Wealth Management held 14,412 shares of Vanguard Intermediate-Term Treasury ETF worth $817K as of Q3 2026.
Forza Wealth Management sold 4,353 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $253K.
Vanguard Intermediate-Term Treasury ETF made up 0.24% of Forza Wealth Management's portfolio in Q3 2026, its #91 holding.
Forza Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $3.87M in Q1 2023.
225 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.