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American Portfolios Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

American Portfolios Advisors’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
Q3 		$139K Sell
2,392
-29
-1% -$1.76K 0.01% 1169
2022
Q2 		$148K Sell
2,421
-612
-20% -$37.5K 0.01% 1199
2022
Q1 		$191K Buy
3,033
+7
+0.2% +$453 0.01% 1174
2021
Q4 		$201K Buy
3,026
+1,910
+171% +$128K 0.01% 1157
2021
Q3 		$75.4K Sell
1,116
-2,478
-69% -$169K ﹤0.01% 1575
2021
Q2 		$244K Sell
3,594
-585
-14% -$39.6K 0.01% 1023
2021
Q1 		$281K Buy
4,179
+132
+3% +$9.03K 0.01% 891
2020
Q4 		$281K Sell
4,047
-70
-2% -$4.9K 0.01% 763
2020
Q3 		$290K Buy
4,117
+1,069
+35% +$75.4K 0.02% 670
2020
Q2 		$215K Buy
3,048
+823
+37% +$57.9K 0.01% 721
2020
Q1 		$157K Buy
2,225
+1,043
+88% +$70.7K 0.01% 731
2019
Q4 		$77.9K Sell
1,182
-140
-11% -$9.29K 0.01% 1172
2019
Q3 		$88.1K Sell
1,322
-4
-0.3% -$266 0.01% 1050
2019
Q2 		$87.5K Sell
1,326
-46
-3% -$2.98K 0.01% 1041
2019
Q1 		$88.4K Buy
1,372
+3
+0.2% +$191 0.01% 948
2018
Q4 		$86.9K Buy
1,369
+19
+1% +$1.18K 0.01% 784
2018
Q3 		$83.8K Sell
1,350
-647
-32% -$40.4K 0.01% 909
2018
Q2 		$125K Buy
1,997
+76
+4% +$4.74K 0.02% 724
2018
Q1 		$121K Buy
1,921
+162
+9% +$10.2K 0.02% 683
2017
Q4 		$112K Buy
+1,759
New +$113K 0.02% 690

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

American Portfolios Advisors's VGIT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.2% in Q3 2022, selling an estimated $1.76K and leaving 2,392 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #1169.

American Portfolios Advisors first reported a position in VGIT in Q4 2017 and has held it in 20 quarters since. The position peaked at $290K in Q3 2020. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

  • American Portfolios Advisors held 2,392 shares of Vanguard Intermediate-Term Treasury ETF worth $139K as of Q3 2022.
  • American Portfolios Advisors sold 29 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $1.76K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1169 holding.
  • American Portfolios Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $290K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.