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Burleson & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Burleson & Co’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
2022
Q4 		$590 Hold
10
– – ﹤0.01% 374
2022
Q3 		$1K Hold
10
– – ﹤0.01% 382
2022
Q2 		$1K Hold
10
– – ﹤0.01% 404
2022
Q1 		$1K Hold
10
– – ﹤0.01% 388
2021
Q4 		$1K Hold
10
– – ﹤0.01% 347
2021
Q3 		$1K Buy
+10
New +$682 ﹤0.01% 340

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burleson & Co's VGIT Position: Q4 2022 in Review

Burleson & Co held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q4 2022 at 10 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Burleson & Co first reported a position in VGIT in Q3 2021 and has held it in 6 quarters since. The position peaked at $1K in Q3 2022. 493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Burleson & Co held 10 shares of Vanguard Intermediate-Term Treasury ETF worth $590 as of Q4 2022.
  • Burleson & Co left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q4 2022.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #374 holding.
  • Burleson & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 6 quarters since.
  • Burleson & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $1K in Q3 2022.
  • 493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.