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Evanson Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Evanson Asset 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
Q2 		– Sell
-21,301
Closed -$1.25M – 312
2024
Q1 		$1.25M Buy
21,301
+100
+0.5% +$5.87K 0.09% 101
2023
Q4 		$1.26M Buy
+21,201
New +$1.22M 0.1% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evanson Asset Management's VGIT Position: Q2 2024 in Review

Evanson Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 21,301 shares — an estimated $1.25M sold.

Evanson Asset Management first reported a position in VGIT in Q4 2023 and held it in 2 quarters. The position peaked at $1.26M in Q4 2023. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Evanson Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Evanson Asset Management sold 21,301 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $1.25M.
  • Evanson Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Evanson Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.26M in Q4 2023.
  • 676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Evanson Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.