Montag & Associates’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	$32.4M	Buy	544,581 +80,420	+17%	+$4.82M	1.51%	9
2025 Q4	$27.8M	Buy	464,161 +99,973	+27%	+$6.01M	1.27%	12
2025 Q3	$21.9M	Buy	364,188 +60,237	+20%	+$3.6M	1.01%	21
2025 Q2	$18.2M	Buy	303,951 +55,134	+22%	+$3.26M	0.89%	25
2025 Q1	$14.8M	Sell	248,817 -1,991	-0.8%	-$116K	0.74%	33
2024 Q4	$14.5M	Sell	250,808 -267,006	-52%	-$15.7M	0.69%	35
2024 Q3	$31.3M	Buy	517,814 +513,757	+12,663%	+$30.7M	1.48%	11
2024 Q2	$236K	Hold	4,057	–	–	0.01%	387
2024 Q1	$238K	Buy	4,057 +1,634	+67%	+$95.9K	0.01%	391
2023 Q4	$144K	Hold	2,423	–	–	0.01%	437
2023 Q3	$138K	Buy	2,423 +746	+44%	+$43.3K	0.01%	426
2023 Q2	$98.4K	Buy	+1,677	New	+$100K	0.01%	477