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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

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

Graves Light Lenhart Wealth's VGIT Position: Q3 2023 in Review

Graves Light Lenhart Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 34,005 shares — an estimated $1.99M sold.

Graves Light Lenhart Wealth first reported a position in VGIT in Q3 2021 and held it in 8 quarters. The position peaked at $2.38M in Q4 2021. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Graves Light Lenhart Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 34,005 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $1.99M.
Graves Light Lenhart Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 8 quarters.
Graves Light Lenhart Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $2.38M in Q4 2021.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.