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 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

Drive Wealth Management's VGIT Position: Q4 2024 in Review

Drive Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 4,281 shares — an estimated $259K sold.

Drive Wealth Management first reported a position in VGIT in Q1 2023 and held it in 7 quarters. The position peaked at $298K in Q1 2023. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Drive Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 4,281 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $259K.
Drive Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Drive Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $298K in Q1 2023.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.