Destination Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Destination Wealth Management’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 Q1	–	Sell	-3,396	Closed	-$201K	–	237
2023 Q4	$201K	Buy	+3,396	New	+$196K	0.01%	196
2019 Q3	–	Sell	-242	Closed	-$16K	–	491
2019 Q2	$16K	Buy	+242	New	+$15.7K	﹤0.01%	405
2018 Q4	–	Sell	-618	Closed	-$38K	–	705
2018 Q3	$38K	Buy	+618	New	+$38.6K	﹤0.01%	332

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

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Destination Wealth Management's VGIT Position: Q1 2024 in Review

Destination Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 3,396 shares — an estimated $201K sold.

Destination Wealth Management first reported a position in VGIT in Q3 2018 and held it in 3 quarters. The position peaked at $201K in Q4 2023. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Destination Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Destination Wealth Management sold 3,396 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $201K.
Destination Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and held it in 3 quarters.
Destination Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $201K in Q4 2023.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Destination Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.