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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return