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American Planning Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

American Planning 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
2023
Q4 		– Sell
-5,966
Closed -$341K – 46
2023
Q3 		$341K Sell
5,966
-4,696
-44% -$272K 0.23% 22
2023
Q2 		$625K Sell
10,662
-312,156
-97% -$18.6M 0.41% 18
2023
Q1 		$19.4M Buy
+322,818
New +$19.1M 13.12% 3

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

American Planning Services's VGIT Position: Q4 2023 in Review

American Planning Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 5,966 shares — an estimated $341K sold.

American Planning Services first reported a position in VGIT in Q1 2023 and held it in 3 quarters. The position peaked at $19.4M in Q1 2023. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

  • American Planning Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • American Planning Services sold 5,966 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $341K.
  • American Planning Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • American Planning Services's Vanguard Intermediate-Term Treasury ETF position peaked at $19.4M in Q1 2023.
  • 660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on American Planning Services's 13F filing for Q4 2023, filed 7 Feb 2024.