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Phillips Financial Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Phillips Financial Management’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 		– Sell
-43
Closed -$2.57K – 313
2025
Q2 		$2.57K Hold
43
– – ﹤0.01% 272
2025
Q1 		$2.55K Hold
43
– – ﹤0.01% 256
2024
Q4 		$2.49K Hold
43
– – ﹤0.01% 255
2024
Q3 		$2.6K Hold
43
– – ﹤0.01% 268
2024
Q2 		$2.5K Hold
43
– – ﹤0.01% 261
2024
Q1 		$2.52K Hold
43
– – ﹤0.01% 256
2023
Q4 		$2.55K Buy
+43
New +$2.48K ﹤0.01% 243

Other funds holding VGIT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return