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

Greystone 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 Q2	–	Sell	-7,344	Closed	-$440K	–	116
2023 Q1	$440K	Sell	7,344 -219,953	-97%	-$13M	0.11%	84
2022 Q4	$13.3M	Buy	227,297 +4,505	+2%	+$263K	3.91%	3
2022 Q3	$13M	Buy	+222,792	New	+$13.5M	4.41%	2

Other funds holding VGIT

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

RWP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BSW

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Greystone Financial Group's VGIT Position: Q2 2023 in Review

Greystone Financial Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 7,344 shares — an estimated $440K sold.

Greystone Financial Group first reported a position in VGIT in Q3 2022 and held it in 3 quarters. The position peaked at $13.3M in Q4 2022. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

Greystone Financial Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Greystone Financial Group sold 7,344 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $440K.
Greystone Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
Greystone Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $13.3M in Q4 2022.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Greystone Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.