Forza Wealth Management, LLC VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1963030
As of 2026-06-30, Forza Wealth Management, LLC reported 18.77K VGIT (shares), valued at $1.11M, or 0.34% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares unchanged; reported value decreased 0.96%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.34% | 18,765 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.39% | 18,765 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 0.42% | 19,414 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 0.45% | 19,414 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.66% | 27,031 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 0.47% | 17,500 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 0.46% | 17,500 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 0.50% | 17,933 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 0.54% | 17,933 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 0.55% | 17,933 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 0.59% | 17,933 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 1.91% | 64,624 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.91% | 64,624 | $3.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 0.59% | 17,933 | $1.06M | Shares decreased 72.25%; reported value decreased 71.20%, and weight changed -1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 0.55% | 17,933 | $1.05M | Shares unchanged; reported value decreased 1.30%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 0.54% | 17,933 | $1.04M | Shares unchanged; reported value decreased 0.55%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 0.50% | 17,933 | $1.08M | Shares unchanged; reported value increased 3.76%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 0.46% | 17,500 | $1.01M | Shares decreased 2.41%; reported value decreased 6.32%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 0.47% | 17,500 | $1.04M | Shares unchanged; reported value increased 2.41%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 0.66% | 27,031 | $1.62M | Shares increased 54.46%; reported value increased 55.53%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 0.45% | 19,414 | $1.17M | Shares decreased 28.18%; reported value decreased 27.91%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.42% | 19,414 | $1.16M | Shares unchanged; reported value decreased 0.17%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 0.39% | 18,765 | $1.12M | Shares decreased 3.34%; reported value decreased 3.96%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 0.34% | 18,765 | $1.11M | Shares unchanged; reported value decreased 0.96%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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