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SWMG LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SWMG LLC’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
Q2 		– Sell
-7,288
Closed -$434K – 138
2025
Q1 		$434K Buy
7,288
+3,368
+86% +$197K 0.17% 82
2024
Q4 		$227K Buy
3,920
+271
+7% +$15.9K 0.09% 108
2024
Q3 		$213K Buy
+3,649
New +$218K 0.09% 115
2022
Q4 		– Sell
-11,177
Closed -$652K – 88
2022
Q3 		$652K Buy
+11,177
New +$678K 0.43% 38
2022
Q1 		$880K Sell
13,993
-3,715
-21% -$240K 0.48% 33
2021
Q4 		$1.18M Buy
17,708
+6,077
+52% +$407K 0.63% 29
2021
Q3 		$786K Buy
11,631
+360
+3% +$24.5K 0.46% 37
2021
Q2 		$764K Sell
11,271
-2,810
-20% -$190K 0.45% 38
2021
Q1 		$947K Sell
14,081
-422
-3% -$28.9K 0.65% 32
2020
Q4 		$1M Buy
+14,503
New +$1.01M 0.73% 28

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ERSOT
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Morgan Stanley
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Empower Advisory Group
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return