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

Compass Advisory 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
2022
Q4 		– Sell
-11,142
Closed -$650K – 71
2022
Q3 		$650K Sell
11,142
-26,361
-70% -$1.6M 0.36% 41
2022
Q2 		$2.29M Buy
37,503
+1,808
+5% +$111K 1.25% 22
2022
Q1 		$2.25M Buy
35,695
+2,977
+9% +$193K 1.17% 19
2021
Q4 		$2.17M Buy
32,718
+4,662
+17% +$312K 1.18% 18
2021
Q3 		$1.9M Buy
28,056
+2,747
+11% +$187K 1.12% 17
2021
Q2 		$1.72M Sell
25,309
-44,354
-64% -$3M 1.07% 17
2021
Q1 		$4.68M Buy
69,663
+29,175
+72% +$2M 3.13% 12
2020
Q4 		$2.81M Buy
+40,488
New +$2.83M 2.15% 15

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return