Guidance Point Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Guidance Point 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
2025 Q1	–	Sell	-6,190	Closed	-$359K	–	89
2024 Q4	$359K	Buy	6,190 +283	+5%	+$16.6K	0.1%	63
2024 Q3	$357K	Buy	5,907 +21	+0.4%	+$1.25K	0.1%	61
2024 Q2	$343K	Buy	5,886 +1,050	+22%	+$60.7K	0.11%	60
2024 Q1	$283K	Buy	4,836 +125	+3%	+$7.33K	0.09%	66
2023 Q4	$279K	Sell	4,711 -12	-0.3%	-$692	0.1%	58
2023 Q3	$270K	Buy	4,723 +204	+5%	+$11.8K	0.11%	61
2023 Q2	$265K	Buy	4,519 +108	+2%	+$6.44K	0.1%	65
2023 Q1	$264K	Buy	4,411 +152	+4%	+$9K	0.11%	67
2022 Q4	$249K	Buy	4,259 +13	+0.3%	+$760	0.11%	68
2022 Q3	$247K	Buy	4,246 +14	+0.3%	+$849	0.11%	72
2022 Q2	$258K	Sell	4,232 -716	-14%	-$43.8K	0.11%	73
2022 Q1	$311K	Sell	4,948 -5,173	-51%	-$335K	0.12%	73
2021 Q4	$672K	Buy	10,121 +996	+11%	+$66.8K	0.24%	49
2021 Q3	$616K	Buy	9,125 +34	+0.4%	+$2.32K	0.22%	50
2021 Q2	$616K	Buy	9,091 +636	+8%	+$43K	0.24%	52
2021 Q1	$568K	Buy	8,455 +1,372	+19%	+$93.8K	0.24%	52
2020 Q4	$491K	Buy	+7,083	New	+$495K	0.23%	55

Other funds holding VGIT

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Guidance Point Advisors's VGIT Position: Q1 2025 in Review

Guidance Point Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 6,190 shares — an estimated $359K sold.

Guidance Point Advisors first reported a position in VGIT in Q4 2020 and held it in 17 quarters. The position peaked at $672K in Q4 2021. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Guidance Point Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Guidance Point Advisors sold 6,190 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $359K.
Guidance Point Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 17 quarters.
Guidance Point Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $672K in Q4 2021.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Guidance Point Advisors's 13F filing for Q1 2025, filed 14 May 2025.