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Sharp Wealth Advisory, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharp Wealth Advisory, LLC on VGIT, newest first. How the timeline and the estimate are built.

Sharp Wealth Advisory, LLC held 217,275 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,275 shares
    Change vs previous 13F +10,028 shares

    5.94% of the 13F portfolio, value $12,814,885.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 207,247 shares
    Change vs previous 13F +1,451 shares

    6.09% of the 13F portfolio, value $12,341,539.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 205,796 shares
    Change vs previous 13F +11,964 shares

    6.21% of the 13F portfolio, value $12,333,354.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 193,832 shares
    Change vs previous 13F +22,892 shares

    6.33% of the 13F portfolio, value $11,635,735.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 170,940 shares
    Change vs previous 13F +18,362 shares

    6.59% of the 13F portfolio, value $10,223,921.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 152,578 shares
    Change vs previous 13F -3,104 shares

    6.94% of the 13F portfolio, value $9,063,133.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 155,682 shares
    Change vs previous 13F +51,091 shares

    6.85% of the 13F portfolio, value $9,029,556.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,591 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $6,319,388.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).