Avaii Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Avaii Wealth Management’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 Q4	–	Sell	-5,512	Closed	-$333K	–	147
2024 Q3	$333K	Sell	5,512 -9,138	-62%	-$545K	0.17%	86
2024 Q2	$853K	Sell	14,650 -1,784	-11%	-$103K	0.47%	40
2024 Q1	$962K	Buy	16,434 +986	+6%	+$57.8K	0.56%	38
2023 Q4	$916K	Sell	15,448 -202	-1%	-$11.6K	0.6%	38
2023 Q3	$894K	Sell	15,650 -300	-2%	-$17.4K	0.68%	34
2023 Q2	$936K	Buy	15,950 +2,296	+17%	+$137K	0.72%	31
2023 Q1	$819K	Buy	13,654 +4,558	+50%	+$270K	0.71%	30
2022 Q4	$532K	Buy	9,096 +2,739	+43%	+$160K	0.48%	52
2022 Q3	$371K	Buy	6,357 +937	+17%	+$56.8K	0.39%	62
2022 Q2	$331K	Sell	5,420 -623	-10%	-$38.1K	0.35%	65
2022 Q1	$380K	Buy	+6,043	New	+$391K	0.35%	57

Other funds holding VGIT

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avaii Wealth Management's VGIT Position: Q4 2024 in Review

Avaii Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 5,512 shares — an estimated $333K sold.

Avaii Wealth Management first reported a position in VGIT in Q1 2022 and held it in 11 quarters. The position peaked at $962K in Q1 2024. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Avaii Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 5,512 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $333K.
Avaii Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and held it in 11 quarters.
Avaii Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $962K in Q1 2024.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.