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

Fonville Wealth 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
Q4 		– Sell
-4,034
Closed -$244K – 113
2024
Q3 		$244K Buy
+4,034
New +$241K 0.08% 104

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fonville Wealth Management's VGIT Position: Q4 2024 in Review

Fonville Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 4,034 shares — an estimated $244K sold.

Fonville Wealth Management first reported a position in VGIT in Q3 2024 and held it in 1 quarter. The position peaked at $244K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Fonville Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Fonville Wealth Management sold 4,034 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $244K.
  • Fonville Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Fonville Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $244K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Fonville Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.