GI
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Gradient Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Gradient Investments’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
Q2 		– Sell
-1
Closed -$46 – 1481
2024
Q1 		$46 Sell
1
-283
-100% -$16.6K ﹤0.01% 1161
2023
Q4 		$16.9K Buy
284
+223
+366% +$12.9K ﹤0.01% 734
2023
Q3 		$3.49K Sell
61
-52
-46% -$3.02K ﹤0.01% 1041
2023
Q2 		$6.63K Buy
+113
New +$6.74K ﹤0.01% 892
2023
Q1 		– Sell
-4,214
Closed -$246K – 1648
2022
Q4 		$246K Buy
4,214
+4,037
+2,281% +$236K 0.01% 286
2022
Q3 		$10K Hold
177
– – ﹤0.01% 812
2022
Q2 		$11K Hold
177
– – ﹤0.01% 758
2022
Q1 		$11K Hold
177
– – ﹤0.01% 758
2021
Q4 		$12K Sell
177
-37
-17% -$2.48K ﹤0.01% 766
2021
Q3 		$14K Sell
214
-290
-58% -$19.8K ﹤0.01% 711
2021
Q2 		$34K Buy
504
+156
+45% +$10.6K ﹤0.01% 545
2021
Q1 		$23K Sell
348
-150
-30% -$10.3K ﹤0.01% 599
2020
Q4 		$35K Hold
498
– – ﹤0.01% 467
2020
Q3 		$35K Buy
498
+239
+92% +$16.9K ﹤0.01% 469
2020
Q2 		$18K Sell
259
-49
-16% -$3.45K ﹤0.01% 550
2020
Q1 		$22K Sell
308
-201
-39% -$13.6K ﹤0.01% 501
2019
Q4 		$34K Buy
509
+427
+521% +$28.3K ﹤0.01% 476
2019
Q3 		$5K Sell
82
-74
-47% -$4.91K ﹤0.01% 806
2019
Q2 		$10K Buy
156
+74
+90% +$4.79K ﹤0.01% 656
2019
Q1 		$5K Hold
82
– – ﹤0.01% 656
2018
Q4 		$5K Buy
+82
New +$5.1K ﹤0.01% 717
2017
Q2 		– Sell
-150
Closed -$10K – 912
2017
Q1 		$10K Buy
+150
New +$9.61K ﹤0.01% 515
2016
Q4 		– Sell
-29
Closed -$2K – 803
2016
Q3 		$2K Buy
+29
New +$1.94K ﹤0.01% 624
2016
Q2 		– Sell
-8
Closed -$1K – 793
2016
Q1 		$1K Buy
+8
New +$526 ﹤0.01% 693
2015
Q4 		– Sell
-48
Closed -$3K – 750
2015
Q3 		$3K Buy
+48
New +$3.11K ﹤0.01% 498

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gradient Investments's VGIT Position: Q2 2024 in Review

Gradient Investments sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 1 share — an estimated $46 sold.

Gradient Investments first reported a position in VGIT in Q3 2015 and held it in 25 quarters. The position peaked at $246K in Q4 2022. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Gradient Investments reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Vanguard Intermediate-Term Treasury ETF share in Q2 2024, an estimated $46.
  • Gradient Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2015 and held it in 25 quarters.
  • Gradient Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $246K in Q4 2022.
  • 677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.