Ownership history in Sharp Wealth Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in VANGUARD INTERMEDIATE-TERM TREASURY ETF (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 205,796 | +11,964 | +6.2% | 6.21% | $12.3M | $59.57 |
| 2025 Q3 | ADDED | 193,832 | +22,892 | +13.4% | 6.33% | $11.6M | $58.92 |
| 2025 Q2 | ADDED | 170,940 | +18,362 | +12.0% | 6.59% | $10.2M | $58.14 |
| 2025 Q1 | REDUCED | 152,578 | -3,104 | -2.0% | 6.94% | $9.1M | $57.19 |
| 2024 Q4 | ADDED | 155,682 | +51,091 | +48.8% | 6.85% | $9.0M | $55.49 |
| 2024 Q3 | ADDED | 104,591 | +36,265 | +53.1% | 4.88% | $6.3M | $57.09 |
| 2024 Q2 | INITIATED | 68,326 | — | — | 4.40% | $4.1M | — |
As of 2025 Q4 — sorted by position size