Successful Portfolios’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Successful Portfolios’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
2026 Q2	$353K	Buy	6,031 +205	+4%	+$12.1K	0.17%	121
2026 Q1	$347K	Buy	5,826 +786	+16%	+$47.1K	0.19%	110
2025 Q4	$302K	Buy	5,040 +216	+4%	+$13K	0.15%	135
2025 Q3	$290K	Hold	4,824	–	–	0.17%	122
2025 Q2	$289K	Buy	4,824 +1,000	+26%	+$59.2K	0.18%	115
2025 Q1	$227K	Buy	3,824 +104	+3%	+$6.08K	0.15%	137
2024 Q4	$216K	Buy	+3,720	New	+$219K	0.14%	143

Other funds holding VGIT

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return