Secure Asset 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	$37M	Buy	621,539 +65,377	+12%	+$3.92M	5.86%	1
2025 Q4	$33.3M	Buy	556,162 +26,012	+5%	+$1.56M	5.25%	1
2025 Q3	$31.8M	Buy	530,150 +96,936	+22%	+$5.79M	5.25%	1
2025 Q2	$25.9M	Buy	433,214 +47,925	+12%	+$2.84M	4.81%	1
2025 Q1	$22.9M	Buy	385,289 +283,442	+278%	+$16.6M	4.62%	1
2024 Q4	$5.91M	Buy	101,847 +17,073	+20%	+$1M	0.9%	20
2024 Q3	$5.12M	Buy	+84,774	New	+$5.06M	0.87%	18
2022 Q1	–	Sell	-8,698	Closed	-$578K	–	229
2021 Q4	$578K	Buy	8,698 +1,603	+23%	+$107K	0.23%	75
2021 Q3	$479K	Buy	7,095 +77	+1%	+$5.25K	0.24%	75
2021 Q2	$476K	Buy	7,018 +860	+14%	+$58.2K	0.24%	82
2021 Q1	$414K	Sell	6,158 -1,007	-14%	-$68.9K	0.23%	99
2020 Q4	$497K	Buy	7,165 +271	+4%	+$19K	0.29%	71
2020 Q3	$486K	Sell	6,894 -1,614	-19%	-$114K	0.33%	67
2020 Q2	$600K	Buy	+8,508	New	+$599K	0.42%	64