H&H Retirement Design & Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

H&H Retirement Design & Management’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 Q3	–	Sell	-7,182	Closed	-$421K	–	85
2024 Q2	$421K	Hold	7,182	–	–	0.26%	60
2024 Q1	$412K	Sell	7,182 -106	-1%	-$6.22K	0.27%	57
2023 Q4	$427K	Sell	7,288 -13	-0.2%	-$749	0.27%	44
2023 Q3	$416K	Sell	7,301 -31	-0.4%	-$1.8K	0.29%	38
2023 Q2	$433K	Sell	7,332 -31	-0.4%	-$1.85K	0.29%	38
2023 Q1	$443K	Sell	7,363 -72,706	-91%	-$4.31M	0.28%	37
2022 Q4	$4.79M	Buy	80,069 +20,393	+34%	+$1.19M	4.04%	4
2022 Q3	$3.44M	Sell	59,676 -12,713	-18%	-$771K	3.24%	6
2022 Q2	$4.51M	Sell	72,389 -34,351	-32%	-$2.1M	3.29%	6
2022 Q1	$6.59M	Buy	106,740 +4,918	+5%	+$318K	4.49%	4
2021 Q4	$6.58M	Buy	+101,822	New	+$6.82M	4.16%	4

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's VGIT Position: Q3 2024 in Review

H&H Retirement Design & Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 7,182 shares — an estimated $421K sold.

H&H Retirement Design & Management first reported a position in VGIT in Q4 2021 and held it in 11 quarters. The position peaked at $6.59M in Q1 2022. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

H&H Retirement Design & Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 7,182 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $421K.
H&H Retirement Design & Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 11 quarters.
H&H Retirement Design & Management's Vanguard Intermediate-Term Treasury ETF position peaked at $6.59M in Q1 2022.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on H&H Retirement Design & Management's 13F filing for Q3 2024, filed 16 Oct 2024.