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Ridgewood Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ridgewood Investments’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
-133
Closed -$7.96K – 670
2025
Q2 		$7.96K Hold
133
– – ﹤0.01% 546
2025
Q1 		$7.9K Sell
133
-65
-33% -$3.8K ﹤0.01% 507
2024
Q4 		$11.5K Hold
198
– – 0.01% 475
2024
Q3 		$12K Hold
198
– – 0.01% 485
2024
Q2 		$11.5K Buy
+198
New +$11.4K 0.01% 492
2023
Q3 		– Sell
-198
Closed -$11.6K – 753
2023
Q2 		$11.6K Hold
198
– – 0.01% 496
2023
Q1 		$11.9K Buy
+198
New +$11.7K 0.01% 500

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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