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APS
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
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24.88%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BSW
Buckingham Strategic Wealth
Clayton, Missouri
$9.66B AUM
15.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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