Kovitz Investment Group Partners’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
Sell
-168,785
Closed -$10.1M 525
2025
Q4
$10.1M Sell
168,785
-888,009
-84% -$53.4M 0.22% 95
2025
Q3
$63.4M Sell
1,056,794
-22,516
-2% -$1.34M 0.25% 89
2025
Q2
$64.6M Sell
1,079,310
-137,627
-11% -$8.15M 0.28% 81
2025
Q1
$72.3M Sell
1,216,937
-108,172
-8% -$6.33M 0.36% 71
2024
Q4
$76.9M Buy
1,325,109
+186,283
+16% +$10.9M 0.38% 70
2024
Q3
$68.1M Buy
+1,138,826
New +$68M 0.48% 50
2020
Q4
Sell
-8,264
Closed -$582K 431
2020
Q3
$582K Buy
+8,264
New +$583K 0.02% 310

Other funds holding VGIT