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

Covestor’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 Q4	–	Sell	-105	Closed	-$6K	–	2780
2024 Q3	$6K	Hold	105	–	–	﹤0.01%	1722
2024 Q2	$6K	Sell	105 -4,437	-98%	-$257K	﹤0.01%	1755
2024 Q1	$266K	Hold	4,542	–	–	0.17%	73
2023 Q4	$269K	Buy	4,542 +297	+7%	+$17.1K	0.18%	60
2023 Q3	$242K	Buy	4,245 +1,899	+81%	+$110K	0.18%	65
2023 Q2	$138K	Buy	+2,346	New	+$140K	0.11%	273

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

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

ERSOT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Covestor's VGIT Position: Q4 2024 in Review

Covestor sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 105 shares — an estimated $6K sold.

Covestor first reported a position in VGIT in Q2 2023 and held it in 6 quarters. The position peaked at $269K in Q4 2023. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Covestor reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Covestor sold 105 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $6K.
Covestor first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Covestor's Vanguard Intermediate-Term Treasury ETF position peaked at $269K in Q4 2023.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.