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Carmel Capital Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carmel Capital Partners’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
-4,077
Closed -$242K – 170
2023
Q4 		$242K Buy
4,077
+448
+12% +$25.8K 0.12% 129
2023
Q3 		$207K Buy
+3,629
New +$210K 0.09% 146

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

Carmel Capital Partners's VGIT Position: Q1 2024 in Review

Carmel Capital Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 4,077 shares — an estimated $242K sold.

Carmel Capital Partners first reported a position in VGIT in Q3 2023 and held it in 2 quarters. The position peaked at $242K in Q4 2023. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Carmel Capital Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 4,077 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $242K.
  • Carmel Capital Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Carmel Capital Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $242K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Carmel Capital Partners's 13F filing for Q1 2024, filed 25 Apr 2024.