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

Modern Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.1M Sell
202,994
-69,072
-25% -$4.13M 0.3% 84
2025
Q1 		$16.2M Buy
272,066
+265,223
+3,876% +$15.8M 0.52% 46
2024
Q4 		$397K Buy
+6,843
New +$397K 0.01% 399