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

Halpern Financial’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
Q1 		– Sell
-261
Closed -$15.5K – 246
2023
Q4 		$15.5K Buy
+261
New +$15K ﹤0.01% 160

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Halpern Financial's VGIT Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 261 shares — an estimated $15.5K sold.

Halpern Financial first reported a position in VGIT in Q4 2023 and held it in 1 quarter. The position peaked at $15.5K in Q4 2023. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Halpern Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 261 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $15.5K.
  • Halpern Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Halpern Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $15.5K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.