Integrated Wealth Concepts’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	$10.2M	Buy	+170,833	New	+$10.2M	0.08%	248
2023 Q3	–	Sell	-176,945	Closed	-$10.4M	–	1631
2023 Q2	$10.4M	Buy	+176,945	New	+$10.5M	0.18%	136
2022 Q2	–	Sell	-15,959	Closed	-$1M	–	1078
2022 Q1	$1M	Sell	15,959 -11,764	-42%	-$761K	0.03%	392
2021 Q4	$1.84M	Buy	27,723 +2,270	+9%	+$152K	0.05%	278
2021 Q3	$1.72M	Buy	25,453 +19,382	+319%	+$1.32M	0.06%	269
2021 Q2	$412K	Buy	6,071 +711	+13%	+$48.1K	0.01%	572
2021 Q1	$360K	Sell	5,360 -2,625	-33%	-$180K	0.01%	547
2020 Q4	$554K	Buy	7,985 +1,648	+26%	+$115K	0.03%	387
2020 Q3	$447K	Sell	6,337 -55,758	-90%	-$3.93M	0.03%	369
2020 Q2	$4.38M	Buy	62,095 +56,206	+954%	+$3.96M	0.32%	64
2020 Q1	$416K	Sell	5,889 -11,455	-66%	-$777K	0.04%	253
2019 Q4	$1.14M	Buy	+17,344	New	+$1.15M	0.1%	138