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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

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

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

SCM

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

RWP

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

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

Coombe, Bender & Co's VGIT Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.4% in Q2 2024, selling an estimated $84.1K and leaving 21,277 shares worth $1.24M. The position accounts for 0.73% of the portfolio, ranked #34.

Coombe, Bender & Co first reported a position in VGIT in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2023. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

Coombe, Bender & Co held 21,277 shares of Vanguard Intermediate-Term Treasury ETF worth $1.24M as of Q2 2024.
Coombe, Bender & Co sold 1,455 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $84.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.73% of Coombe, Bender & Co's portfolio in Q2 2024, its #34 holding.
Coombe, Bender & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $1.34M in Q4 2023.
677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.