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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return