Robertson Stephens Wealth Management’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	$6.08M	Sell	102,067 -124,682	-55%	-$7.47M	0.17%	110
2025 Q4	$13.6M	Sell	226,749 -15,078	-6%	-$907K	0.38%	51
2025 Q3	$14.5M	Sell	241,827 -51,296	-17%	-$3.06M	0.44%	43
2025 Q2	$17.5M	Sell	293,123 -193,103	-40%	-$11.4M	0.61%	38
2025 Q1	$28.9M	Buy	486,226 +471,955	+3,307%	+$27.6M	1.08%	18
2024 Q4	$828K	Buy	14,271 +4,787	+50%	+$281K	0.03%	278
2024 Q3	$573K	Sell	9,484 -3,054	-24%	-$182K	0.02%	380
2024 Q2	$730K	Sell	12,538 -4,187	-25%	-$242K	0.04%	271
2024 Q1	$979K	Sell	16,725 -26,909	-62%	-$1.58M	0.05%	236
2023 Q4	$2.59M	Sell	43,634 -8,832	-17%	-$509K	0.16%	120
2023 Q3	$3M	Buy	+52,466	New	+$3.04M	0.2%	104
2020 Q3	–	Sell	-3,118	Closed	-$220K	–	248
2020 Q2	$220K	Buy	3,118 +159	+5%	+$11.2K	0.06%	172
2020 Q1	$209K	Buy	+2,959	New	+$201K	0.07%	166