Strait & Sound Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Strait & Sound Wealth 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 Q1	–	Sell	-4,237	Closed	-$246K	–	158
2024 Q4	$246K	Sell	4,237 -130	-3%	-$7.64K	0.11%	131
2024 Q3	$264K	Sell	4,367 -756	-15%	-$45.1K	0.13%	120
2024 Q2	$298K	Sell	5,123 -779	-13%	-$45K	0.15%	106
2024 Q1	$339K	Hold	5,902	–	–	0.19%	88
2023 Q4	$348K	Sell	5,902 -605	-9%	-$34.9K	0.22%	82
2023 Q3	$372K	Buy	+6,507	New	+$377K	0.32%	70

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Strait & Sound Wealth Management's VGIT Position: Q1 2025 in Review

Strait & Sound Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 4,237 shares — an estimated $246K sold.

Strait & Sound Wealth Management first reported a position in VGIT in Q3 2023 and held it in 6 quarters. The position peaked at $372K in Q3 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Strait & Sound Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 4,237 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $246K.
Strait & Sound Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 6 quarters.
Strait & Sound Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $372K in Q3 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.