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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-412	Closed	-$24K	–	133
2022 Q3	$24K	Sell	412 -101	-20%	-$6.12K	﹤0.01%	75
2022 Q2	$31K	Hold	513	–	–	0.01%	66
2022 Q1	$32K	Hold	513	–	–	0.01%	67
2021 Q4	$34K	Hold	513	–	–	0.01%	70
2021 Q3	$35K	Hold	513	–	–	0.01%	67
2021 Q2	$35K	Hold	513	–	–	0.01%	83
2021 Q1	$35K	Hold	513	–	–	0.01%	72
2020 Q4	$36K	Hold	513	–	–	0.01%	62
2020 Q3	$36K	Hold	513	–	–	0.01%	63
2020 Q2	$36K	Sell	513 -223	-30%	-$15.7K	0.01%	61
2020 Q1	$52K	Hold	736	–	–	0.01%	41
2019 Q4	$49K	Sell	736 -22	-3%	-$1.46K	0.01%	53
2019 Q3	$51K	Hold	758	–	–	0.03%	45
2019 Q2	$50K	Hold	758	–	–	0.04%	43
2019 Q1	$49K	Buy	758 +442	+140%	+$28.1K	0.05%	37
2018 Q4	$20K	Hold	316	–	–	0.02%	85
2018 Q3	$20K	Buy	+316	New	+$19.7K	0.01%	90

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWP

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advocacy Wealth Management Services's VGIT Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 412 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in VGIT in Q3 2018 and held it in 17 quarters. The position peaked at $52K in Q1 2020. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 412 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $24K.
Advocacy Wealth Management Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and held it in 17 quarters.
Advocacy Wealth Management Services's Vanguard Intermediate-Term Treasury ETF position peaked at $52K in Q1 2020.
494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.