FMP
VGIT icon

Financial Management Professionals’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Financial Management Professionals’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
-1,916
Closed -$112K – 1023
2024
Q1 		$112K Buy
+1,916
New +$112K 0.02% 190

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

Financial Management Professionals's VGIT Position: Q2 2024 in Review

Financial Management Professionals sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 1,916 shares — an estimated $112K sold.

Financial Management Professionals first reported a position in VGIT in Q1 2024 and held it in 1 quarter. The position peaked at $112K in Q1 2024. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Financial Management Professionals reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 1,916 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $112K.
  • Financial Management Professionals first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Financial Management Professionals's Vanguard Intermediate-Term Treasury ETF position peaked at $112K in Q1 2024.
  • 676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

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