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Carmichael Hill & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carmichael Hill & Associates’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
Q3 		$562K Buy
9,304
+999
+12% +$59.6K 0.2% 91
2024
Q2 		$484K Buy
8,305
+259
+3% +$15K 0.19% 93
2024
Q1 		$471K Sell
8,046
-80
-1% -$4.69K 0.19% 97
2023
Q4 		$482K Buy
8,126
+1,866
+30% +$108K 0.2% 91
2023
Q3 		$358K Buy
6,260
+616
+11% +$35.7K 0.16% 105
2023
Q2 		$331K Sell
5,644
-270
-5% -$16.1K 0.15% 116
2023
Q1 		$355K Hold
5,914
– – 0.17% 107
2022
Q4 		$346K Sell
5,914
-1,991
-25% -$116K 0.18% 109
2022
Q3 		$461K Buy
7,905
+2,245
+40% +$136K 0.25% 84
2022
Q2 		$346K Buy
5,660
+350
+7% +$21.4K 0.18% 110
2022
Q1 		$334K Sell
5,310
-2,042
-28% -$132K 0.15% 121
2021
Q4 		$489K Buy
7,352
+2,328
+46% +$156K 0.22% 100
2021
Q3 		$339K Sell
5,024
-278
-5% -$19K 0.17% 120
2021
Q2 		$360K Buy
5,302
+149
+3% +$10.1K 0.18% 110
2021
Q1 		$346K Buy
5,153
+397
+8% +$27.1K 0.19% 106
2020
Q4 		$330K Buy
4,756
+522
+12% +$36.5K 0.19% 103
2020
Q3 		$298K Buy
4,234
+2,429
+135% +$171K 0.2% 103
2020
Q2 		$127K Buy
1,805
+23
+1% +$1.62K 0.09% 164
2020
Q1 		$126K Buy
1,782
+1,743
+4,469% +$118K 0.11% 148
2019
Q4 		$3K Buy
+39
New +$2.59K ﹤0.01% 613

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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carmichael Hill & Associates's VGIT Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q3 2024, buying an estimated $59.6K and bringing the position to 9,304 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #91.

Carmichael Hill & Associates first reported a position in VGIT in Q4 2019 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • Carmichael Hill & Associates held 9,304 shares of Vanguard Intermediate-Term Treasury ETF worth $562K as of Q3 2024.
  • Carmichael Hill & Associates bought 999 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $59.6K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.2% of Carmichael Hill & Associates's portfolio in Q3 2024, its #91 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 20 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.