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

Altium Wealth Management’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 Q2	$20.5M	Sell	335,667 -2,499	-0.7%	-$153K	1.48%	17
2022 Q1	$21.3M	Buy	338,166 +66,156	+24%	+$4.28M	1.37%	17
2021 Q4	$18.1M	Buy	272,010 +4,318	+2%	+$289K	1.17%	18
2021 Q3	$18.1M	Buy	267,692 +9,534	+4%	+$650K	1.29%	16
2021 Q2	$17.5M	Buy	258,158 +104,696	+68%	+$7.09M	1.28%	18
2021 Q1	$10.3M	Buy	+153,462	New	+$10.5M	0.83%	21

Other funds holding VGIT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BSW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's VGIT Position: Q2 2022 in Review

Altium Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.74% in Q2 2022, selling an estimated $153K and leaving 335,667 shares worth $20.5M. The position accounts for 1.48% of the portfolio, ranked #17.

Altium Wealth Management first reported a position in VGIT in Q1 2021 and has held it in 6 quarters since. The position peaked at $21.3M in Q1 2022. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

Altium Wealth Management held 335,667 shares of Vanguard Intermediate-Term Treasury ETF worth $20.5M as of Q2 2022.
Altium Wealth Management sold 2,499 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $153K.
Vanguard Intermediate-Term Treasury ETF made up 1.48% of Altium Wealth Management's portfolio in Q2 2022, its #17 holding.
Altium Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 6 quarters since.
Altium Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $21.3M in Q1 2022.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.