Cambridge Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cambridge Trust’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 Q1	$113K	Hold	1,930	–	–	﹤0.01%	324
2023 Q4	$114K	Hold	1,930	–	–	﹤0.01%	321
2023 Q3	$110K	Hold	1,930	–	–	0.01%	326
2023 Q2	$113K	Sell	1,930 -2,639	-58%	-$157K	0.01%	340
2023 Q1	$274K	Buy	4,569 +2,639	+137%	+$156K	0.01%	245
2022 Q4	$113K	Sell	1,930 -3,763	-66%	-$220K	0.01%	347
2022 Q3	$332K	Sell	5,693 -3,412	-37%	-$207K	0.02%	232
2022 Q2	$557K	Buy	9,105 +6,409	+238%	+$392K	0.02%	190
2022 Q1	$170K	Buy	+2,696	New	+$174K	0.01%	356

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Cambridge Trust's VGIT Position: Q1 2024 in Review

Cambridge Trust held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2024 at 1,930 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Cambridge Trust first reported a position in VGIT in Q1 2022 and has held it in 9 quarters since. The position peaked at $557K in Q2 2022. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Cambridge Trust held 1,930 shares of Vanguard Intermediate-Term Treasury ETF worth $113K as of Q1 2024.
Cambridge Trust left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2024.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #324 holding.
Cambridge Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 9 quarters since.
Cambridge Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $557K in Q2 2022.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.