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

Geometric Wealth Advisors’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
Q4 		– Sell
-135,531
Closed -$7.75M – 45
2023
Q3 		$7.75M Buy
+135,531
New +$7.86M 2.41% 3

Other funds holding VGIT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Geometric Wealth Advisors's VGIT Position: Q4 2023 in Review

Geometric Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 135,531 shares — an estimated $7.75M sold.

Geometric Wealth Advisors first reported a position in VGIT in Q3 2023 and held it in 1 quarter. The position peaked at $7.75M in Q3 2023. 659 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

  • Geometric Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Geometric Wealth Advisors sold 135,531 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $7.75M.
  • Geometric Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Geometric Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.75M in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Geometric Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.