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

FirstPurpose Wealth’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 Q1	$3.63M	Buy	63,231 +8,516	+16%	+$500K	1.32%	13
2023 Q4	$3.25M	Buy	54,715 +4,271	+8%	+$246K	1.24%	15
2023 Q3	$2.88M	Buy	50,444 +4,177	+9%	+$242K	1.25%	16
2023 Q2	$2.71M	Buy	46,267 +4,279	+10%	+$255K	1.16%	17
2023 Q1	$2.52M	Buy	41,988 +4,945	+13%	+$293K	1.24%	17
2022 Q4	$2.17M	Buy	37,043 +7,493	+25%	+$438K	1.21%	19
2022 Q3	$1.72M	Buy	29,550 +1,828	+7%	+$111K	1.14%	22
2022 Q2	$1.7M	Buy	27,722 +570	+2%	+$34.9K	1.14%	21
2022 Q1	$1.71M	Buy	27,152 +7,586	+39%	+$491K	1.33%	18
2021 Q4	$1.3M	Buy	+19,566	New	+$1.31M	0.82%	20

Other funds holding VGIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

FirstPurpose Wealth's VGIT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 16% in Q1 2024, buying an estimated $500K and bringing the position to 63,231 shares worth $3.63M. The position accounts for 1.32% of the portfolio, ranked #13.

FirstPurpose Wealth first reported a position in VGIT in Q4 2021 and has held it in 10 quarters since. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

FirstPurpose Wealth held 63,231 shares of Vanguard Intermediate-Term Treasury ETF worth $3.63M as of Q1 2024.
FirstPurpose Wealth bought 8,516 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $500K.
Vanguard Intermediate-Term Treasury ETF made up 1.32% of FirstPurpose Wealth's portfolio in Q1 2024, its #13 holding.
FirstPurpose Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 10 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.