AMR
VGIT icon

Asset Management Resources’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Asset Management Resources’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 		$3.89M Buy
65,534
+24,083
+58% +$1.39M 2.21% 12
2023
Q3 		$2.37M Buy
41,451
+2,590
+7% +$150K 1.47% 12
2023
Q2 		$2.28M Sell
38,861
-377
-1% -$22.5K 1.39% 10
2023
Q1 		$2.35M Sell
39,238
-7,572
-16% -$448K 1.5% 11
2022
Q4 		$2.74M Sell
46,810
-26,524
-36% -$1.55M 1.86% 10
2022
Q3 		$4.28M Sell
73,334
-761
-1% -$46.1K 4.18% 8
2022
Q2 		$4.53M Sell
74,095
-21,852
-23% -$1.34M 3.85% 9
2022
Q1 		$6.04M Buy
95,947
+16,942
+21% +$1.1M 4.88% 8
2021
Q4 		$5.25M Buy
+79,005
New +$5.29M 4.6% 7

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
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