DWM
VGIT icon

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

Drive 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
Q4 		– Sell
-4,281
Closed -$259K – 381
2024
Q3 		$259K Buy
4,281
+5
+0.1% +$298 0.07% 244
2024
Q2 		$249K Buy
4,276
+5
+0.1% +$289 0.07% 238
2024
Q1 		$250K Sell
4,271
-136
-3% -$7.98K 0.07% 236
2023
Q4 		$261K Sell
4,407
-68
-2% -$3.92K 0.08% 215
2023
Q3 		$256K Sell
4,475
-492
-10% -$28.5K 0.09% 198
2023
Q2 		$291K Sell
4,967
-2
-0% -$119 0.11% 181
2023
Q1 		$298K Buy
+4,969
New +$294K 0.12% 175

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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