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

Castleview 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
2025
Q1 		– Sell
-407
Closed -$23.6K – 556
2024
Q4 		$23.6K Hold
407
– – 0.01% 447
2024
Q3 		$24.6K Hold
407
– – 0.01% 417
2024
Q2 		$23.7K Hold
407
– – 0.01% 416
2024
Q1 		$23.8K Hold
407
– – 0.01% 442
2023
Q4 		$24.1K Buy
407
+41
+11% +$2.36K 0.02% 409
2023
Q3 		$20.9K Hold
366
– – 0.02% 354
2023
Q2 		$21.5K Hold
366
– – 0.02% 349
2023
Q1 		$21.9K Hold
366
– – 0.02% 334
2022
Q4 		$21.4K Hold
366
– – 0.02% 293
2022
Q3 		$21K Sell
366
-1,486
-80% -$90.1K 0.02% 318
2022
Q2 		$95.3K Buy
1,852
+1,486
+406% +$91K 0.08% 222
2022
Q1 		$23K Buy
+366
New +$23.7K 0.01% 417

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return