GLLW
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Graves Light Lenhart Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-34,005
Closed -$1.99M – 184
2023
Q2 		$1.99M Buy
34,005
+213
+0.6% +$12.7K 0.27% 65
2023
Q1 		$2.03M Sell
33,792
-2,632
-7% -$156K 0.31% 60
2022
Q4 		$2.13M Buy
36,424
+248
+0.7% +$14.5K 0.33% 63
2022
Q3 		$2.11M Buy
36,176
+141
+0.4% +$8.55K 0.35% 61
2022
Q2 		$2.2M Buy
36,035
+111
+0.3% +$6.8K 0.34% 62
2022
Q1 		$2.26M Buy
35,924
+62
+0.2% +$4.01K 0.32% 61
2021
Q4 		$2.38M Buy
35,862
+23,365
+187% +$1.57M 0.34% 59
2021
Q3 		$844K Buy
+12,497
New +$852K 0.13% 79

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return