Fullen Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Fullen Financial Group’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 Q1	$709K	Buy	11,764 +383	+3%	+$22.7K	0.38%	36
2022 Q4	$681K	Buy	11,381 +1,122	+11%	+$65.6K	0.39%	37
2022 Q3	$593K	Buy	10,259 +1,043	+11%	+$63.2K	0.38%	40
2022 Q2	$564K	Buy	9,216 +23	+0.3%	+$1.41K	0.36%	39
2022 Q1	$578K	Buy	9,193 +396	+5%	+$25.6K	0.34%	43
2021 Q4	$585K	Buy	8,797 +48	+0.5%	+$3.22K	0.33%	43
2021 Q3	$588K	Buy	8,749 +29	+0.3%	+$1.98K	0.34%	43
2021 Q2	$591K	Buy	8,720 +389	+5%	+$26.3K	0.35%	43
2021 Q1	$560K	Buy	8,331 +233	+3%	+$15.9K	0.36%	44
2020 Q4	$562K	Buy	8,098 +2,283	+39%	+$160K	0.38%	43
2020 Q3	$410K	Buy	+5,815	New	+$410K	0.31%	46

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $8.81B AUM 10.88% 1-Year Est. Return

Fullen Financial Group's VGIT Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.4% in Q1 2023, buying an estimated $22.7K and bringing the position to 11,764 shares worth $709K. The position accounts for 0.38% of the portfolio, ranked #36.

Fullen Financial Group first reported a position in VGIT in Q3 2020 and has held it in 11 quarters since. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Fullen Financial Group held 11,764 shares of Vanguard Intermediate-Term Treasury ETF worth $709K as of Q1 2023.
Fullen Financial Group bought 383 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $22.7K.
Vanguard Intermediate-Term Treasury ETF made up 0.38% of Fullen Financial Group's portfolio in Q1 2023, its #36 holding.
Fullen Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 11 quarters since.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.