Authentikos Wealth Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Authentikos Wealth Advisory’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
2024 Q3	–	Sell	-18,629	Closed	-$1.08M	–	156
2024 Q2	$1.08M	Buy	+18,629	New	+$1.08M	1.04%	18
2023 Q4	–	Sell	-835	Closed	-$47.7K	–	576
2023 Q3	$47.7K	Buy	+835	New	+$48.4K	0.05%	116

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Authentikos Wealth Advisory's VGIT Position: Q3 2024 in Review

Authentikos Wealth Advisory sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 18,629 shares — an estimated $1.08M sold.

Authentikos Wealth Advisory first reported a position in VGIT in Q3 2023 and held it in 2 quarters. The position peaked at $1.08M in Q2 2024. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Authentikos Wealth Advisory reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 18,629 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $1.08M.
Authentikos Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 2 quarters.
Authentikos Wealth Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $1.08M in Q2 2024.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2024, filed 24 Oct 2024.