Cardinal Strategic Wealth Guidance’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-4,389	Closed	-$260K	–	69
2023 Q4	$260K	Hold	4,389	–	–	0.1%	57
2023 Q3	$251K	Hold	4,389	–	–	0.12%	53
2023 Q2	$257K	Hold	4,389	–	–	0.11%	54
2023 Q1	$263K	Buy	4,389 +738	+20%	+$43.7K	0.12%	54
2022 Q4	$214K	Buy	3,651 +683	+23%	+$39.9K	0.1%	65
2022 Q3	$173K	Hold	2,968	–	–	0.09%	58
2022 Q2	$182K	Hold	2,968	–	–	0.09%	63
2022 Q1	$187K	Buy	+2,968	New	+$192K	0.09%	70
2021 Q4	–	Sell	-2,968	Closed	-$200K	–	69
2021 Q3	$200K	Sell	2,968 -30	-1%	-$2.04K	0.1%	67
2021 Q2	$203K	Buy	+2,998	New	+$203K	0.11%	65

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

Cardinal Strategic Wealth Guidance's VGIT Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 4,389 shares — an estimated $260K sold.

Cardinal Strategic Wealth Guidance first reported a position in VGIT in Q2 2021 and held it in 10 quarters. The position peaked at $263K in Q1 2023. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 4,389 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $260K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 10 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Intermediate-Term Treasury ETF position peaked at $263K in Q1 2023.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.