Clifford Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Clifford Group’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 Q3	–	Sell	-3,946	Closed	-$231K	–	72
2023 Q2	$231K	Sell	3,946 -38	-1%	-$2.27K	0.25%	64
2023 Q1	$239K	Buy	3,984 +471	+13%	+$27.9K	0.29%	62
2022 Q4	$205K	Buy	+3,513	New	+$205K	0.26%	74

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RWP

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

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

Clifford Group's VGIT Position: Q3 2023 in Review

Clifford Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 3,946 shares — an estimated $231K sold.

Clifford Group first reported a position in VGIT in Q4 2022 and held it in 3 quarters. The position peaked at $239K in Q1 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Clifford Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Clifford Group sold 3,946 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $231K.
Clifford Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Clifford Group's Vanguard Intermediate-Term Treasury ETF position peaked at $239K in Q1 2023.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Clifford Group's 13F filing for Q3 2023, filed 14 Nov 2023.