Acute Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Acute Investment Advisory’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
2024 Q3	–	Sell	-83,724	Closed	-$4.88M	–	19
2024 Q2	$4.88M	Buy	+83,724	New	+$4.84M	2.78%	7
2022 Q4	–	Sell	-144,298	Closed	-$8.41M	–	27
2022 Q3	$8.41M	Buy	144,298 +44,781	+45%	+$2.71M	6.04%	6
2022 Q2	$6.09M	Buy	99,517 +32,780	+49%	+$2.01M	4.73%	6
2022 Q1	$4.2M	Buy	+66,737	New	+$4.32M	3.13%	12

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

ERSOT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Acute Investment Advisory's VGIT Position: Q3 2024 in Review

Acute Investment Advisory sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 83,724 shares — an estimated $4.88M sold.

Acute Investment Advisory first reported a position in VGIT in Q1 2022 and held it in 4 quarters. The position peaked at $8.41M in Q3 2022. 711 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Acute Investment Advisory reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Acute Investment Advisory sold 83,724 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $4.88M.
Acute Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and held it in 4 quarters.
Acute Investment Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $8.41M in Q3 2022.
711 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Acute Investment Advisory's 13F filing for Q3 2024, filed 29 Oct 2024.