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Harvest Group Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Harvest Group Wealth 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
2023
Q1 		$6.55M Buy
109,248
+34,621
+46% +$2.05M 4.07% 12
2022
Q4 		$4.36M Buy
+74,627
New +$4.36M 2.87% 14

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
UBS Group
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

Harvest Group Wealth Management's VGIT Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 46% in Q1 2023, buying an estimated $2.05M and bringing the position to 109,248 shares worth $6.55M. The position accounts for 4.07% of the portfolio, ranked #12.

Harvest Group Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 2 quarters since. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

  • Harvest Group Wealth Management held 109,248 shares of Vanguard Intermediate-Term Treasury ETF worth $6.55M as of Q1 2023.
  • Harvest Group Wealth Management bought 34,621 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $2.05M.
  • Vanguard Intermediate-Term Treasury ETF made up 4.07% of Harvest Group Wealth Management's portfolio in Q1 2023, its #12 holding.
  • Harvest Group Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 2 quarters since.
  • 509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.