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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-819
Closed -$49.1K – 327
2023
Q1 		$49.1K Buy
+819
New +$48.5K 0.04% 159

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Empower Advisory Group
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VGIT Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 819 shares — an estimated $49.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VGIT in Q1 2023 and held it in 1 quarter. The position peaked at $49.1K in Q1 2023. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 819 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $49.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Intermediate-Term Treasury ETF position peaked at $49.1K in Q1 2023.
  • 555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.