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Coombe, Bender & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Coombe, Bender & Co’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
2024
Q2 		$1.24M Sell
21,277
-1,455
-6% -$84.1K 0.73% 34
2024
Q1 		$1.33M Buy
22,732
+129
+0.6% +$7.57K 0.81% 34
2023
Q4 		$1.34M Buy
22,603
+801
+4% +$46.2K 0.84% 34
2023
Q3 		$1.25M Sell
21,802
-4
-0% -$232 0.94% 32
2023
Q2 		$1.28M Buy
21,806
+615
+3% +$36.7K 0.93% 31
2023
Q1 		$1.27M Buy
21,191
+59
+0.3% +$3.5K 1% 35
2022
Q4 		$1.24M Sell
21,132
-186
-0.9% -$10.9K 1.13% 29
2022
Q3 		$1.24M Buy
21,318
+94
+0.4% +$5.7K 1.1% 32
2022
Q2 		$1.3M Buy
+21,224
New +$1.3M 1.1% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return