Briggs Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Briggs Advisory Group’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 Q3	$1.08M	Buy	18,834 +4,174	+28%	+$242K	0.62%	24
2023 Q2	$860K	Sell	14,660 -1,048	-7%	-$62.5K	0.48%	27
2023 Q1	$942K	Hold	15,708	–	–	0.56%	28
2022 Q4	$919K	Buy	15,708 +1,521	+11%	+$88.9K	0.58%	28
2022 Q3	$827K	Buy	14,187 +4,043	+40%	+$245K	0.62%	26
2022 Q2	$620K	Buy	10,144 +1,716	+20%	+$105K	0.45%	33
2022 Q1	$530K	Buy	8,428 +2,101	+33%	+$136K	0.35%	35
2021 Q4	$421K	Buy	+6,327	New	+$424K	0.29%	39

Other funds holding VGIT

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BSW

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

Briggs Advisory Group's VGIT Position: Q3 2023 in Review

Briggs Advisory Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 28% in Q3 2023, buying an estimated $242K and bringing the position to 18,834 shares worth $1.08M. The position accounts for 0.62% of the portfolio, ranked #24.

Briggs Advisory Group first reported a position in VGIT in Q4 2021 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Briggs Advisory Group held 18,834 shares of Vanguard Intermediate-Term Treasury ETF worth $1.08M as of Q3 2023.
Briggs Advisory Group bought 4,174 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $242K.
Vanguard Intermediate-Term Treasury ETF made up 0.62% of Briggs Advisory Group's portfolio in Q3 2023, its #24 holding.
Briggs Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.