Integrity Wealth Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Integrity Wealth Solutions’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 Q1	–	Sell	-14,715	Closed	-$853K	–	109
2024 Q4	$853K	Buy	14,715 +1,642	+13%	+$96.5K	0.48%	48
2024 Q3	$790K	Sell	13,073 -7,595	-37%	-$453K	0.46%	47
2024 Q2	$1.2M	Buy	20,668 +5,658	+38%	+$327K	0.78%	39
2024 Q1	$879K	Sell	15,010 -15,045	-50%	-$883K	0.57%	44
2023 Q4	$1.78M	Buy	+30,055	New	+$1.73M	1.23%	30

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Integrity Wealth Solutions's VGIT Position: Q1 2025 in Review

Integrity Wealth Solutions sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 14,715 shares — an estimated $853K sold.

Integrity Wealth Solutions first reported a position in VGIT in Q4 2023 and held it in 5 quarters. The position peaked at $1.78M in Q4 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Integrity Wealth Solutions reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Integrity Wealth Solutions sold 14,715 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $853K.
Integrity Wealth Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Integrity Wealth Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $1.78M in Q4 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Integrity Wealth Solutions's 13F filing for Q1 2025, filed 22 Apr 2025.