First National Bank of South Miami’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

First National Bank of South Miami’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
2023 Q2	$326K	Sell	5,549 -1,063	-16%	-$63.4K	0.26%	79
2023 Q1	$396K	Buy	6,612 +379	+6%	+$22.4K	0.32%	73
2022 Q4	$365K	Buy	6,233 +1,845	+42%	+$108K	0.27%	87
2022 Q3	$256K	Sell	4,388 -117	-3%	-$7.09K	0.2%	99
2022 Q2	$276K	Buy	4,505 +1,672	+59%	+$102K	0.19%	102
2022 Q1	$178K	Sell	2,833 -17	-0.6%	-$1.1K	0.11%	145
2021 Q4	$189K	Buy	2,850 +643	+29%	+$43.1K	0.11%	135
2021 Q3	$149K	Buy	2,207 +205	+10%	+$14K	0.1%	146
2021 Q2	$136K	Buy	+2,002	New	+$135K	0.09%	150

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

First National Bank of South Miami's VGIT Position: Q2 2023 in Review

First National Bank of South Miami reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q2 2023, selling an estimated $63.4K and leaving 5,549 shares worth $326K. The position accounts for 0.26% of the portfolio, ranked #79.

First National Bank of South Miami first reported a position in VGIT in Q2 2021 and has held it in 9 quarters since. The position peaked at $396K in Q1 2023. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

First National Bank of South Miami held 5,549 shares of Vanguard Intermediate-Term Treasury ETF worth $326K as of Q2 2023.
First National Bank of South Miami sold 1,063 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $63.4K.
Vanguard Intermediate-Term Treasury ETF made up 0.26% of First National Bank of South Miami's portfolio in Q2 2023, its #79 holding.
First National Bank of South Miami first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and has held it in 9 quarters since.
First National Bank of South Miami's Vanguard Intermediate-Term Treasury ETF position peaked at $396K in Q1 2023.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.