Arcadia Wealth Management (New Hampshire)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q2	–	Sell	-32,745	Closed	-$1.96M	–	68
2023 Q1	$1.96M	Buy	32,745 +2,462	+8%	+$146K	1.63%	18
2022 Q4	$1.77M	Buy	+30,283	New	+$1.77M	1.55%	19

Other funds holding VGIT

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BSW

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s VGIT Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 32,745 shares — an estimated $1.96M sold.

Arcadia Wealth Management (New Hampshire) first reported a position in VGIT in Q4 2022 and held it in 2 quarters. The position peaked at $1.96M in Q1 2023. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 32,745 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $1.96M.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
Arcadia Wealth Management (New Hampshire)'s Vanguard Intermediate-Term Treasury ETF position peaked at $1.96M in Q1 2023.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.