Venturi Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Venturi 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	-229	Closed	-$13.3K	–	1788
2024 Q4	$13.3K	Hold	229	–	–	﹤0.01%	1359
2024 Q3	$13.8K	Buy	+229	New	+$13.7K	﹤0.01%	1116
2024 Q1	–	Sell	-365	Closed	-$21.7K	–	1448
2023 Q4	$21.7K	Hold	365	–	–	﹤0.01%	682
2023 Q3	$20.9K	Hold	365	–	–	﹤0.01%	618
2023 Q2	$21.4K	Hold	365	–	–	﹤0.01%	539
2023 Q1	$21.9K	Buy	+365	New	+$21.6K	﹤0.01%	584

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Venturi Wealth Management's VGIT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 229 shares — an estimated $13.3K sold.

Venturi Wealth Management first reported a position in VGIT in Q1 2023 and held it in 6 quarters. The position peaked at $21.9K in Q1 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Venturi Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 229 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $13.3K.
Venturi Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 6 quarters.
Venturi Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $21.9K in Q1 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.