Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kovitz Investment Group Partners’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 		$63.4M Sell
2025
Q2 		$64.6M Sell
2025
Q1 		$72.3M Sell
2024
Q4 		$76.9M Buy
2024
Q3 		$68.1M Buy
2020
Q4 		– Sell
2020
Q3 		$582K Buy