Centerpoint Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Centerpoint Advisors’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
2023 Q1	–	Sell	-21	Closed	-$1K	–	659
2022 Q4	$1K	Sell	21 -123	-85%	-$7.19K	﹤0.01%	471
2022 Q3	$8K	Hold	144	–	–	﹤0.01%	235
2022 Q2	$9K	Hold	144	–	–	﹤0.01%	236
2022 Q1	$9K	Hold	144	–	–	﹤0.01%	233
2021 Q4	$10K	Buy	+144	New	+$9.65K	﹤0.01%	225
2020 Q2	–	Sell	-525	Closed	-$37K	–	302
2020 Q1	$37K	Hold	525	–	–	0.04%	85
2019 Q4	$35K	Buy	525 +375	+250%	+$24.9K	0.03%	117
2019 Q3	$10K	Buy	+150	New	+$9.96K	0.01%	163

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Centerpoint Advisors's VGIT Position: Q1 2023 in Review

Centerpoint Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 21 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in VGIT in Q3 2019 and held it in 8 quarters. The position peaked at $37K in Q1 2020. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Centerpoint Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Centerpoint Advisors sold 21 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $1K.
Centerpoint Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and held it in 8 quarters.
Centerpoint Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $37K in Q1 2020.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Centerpoint Advisors's 13F filing for Q1 2023, filed 3 May 2023.