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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Asset Management Resources's VGIT Position: Q4 2023 in Review

Asset Management Resources increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 58% in Q4 2023, buying an estimated $1.39M and bringing the position to 65,534 shares worth $3.89M. The position accounts for 2.21% of the portfolio, ranked #12.

Asset Management Resources first reported a position in VGIT in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.04M in Q1 2022. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Asset Management Resources held 65,534 shares of Vanguard Intermediate-Term Treasury ETF worth $3.89M as of Q4 2023.
Asset Management Resources bought 24,083 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $1.39M.
Vanguard Intermediate-Term Treasury ETF made up 2.21% of Asset Management Resources's portfolio in Q4 2023, its #12 holding.
Asset Management Resources first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's Vanguard Intermediate-Term Treasury ETF position peaked at $6.04M in Q1 2022.
660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.