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

Heirloom 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 Q4	–	Sell	-5,831	Closed	-$333K	–	56
2023 Q3	$333K	Buy	5,831 +804	+16%	+$46.6K	0.15%	45
2023 Q2	$295K	Buy	+5,027	New	+$300K	0.13%	45
2023 Q1	–	Sell	-3,720	Closed	-$218K	–	56
2022 Q4	$218K	Buy	+3,720	New	+$217K	0.14%	47

Other funds holding VGIT

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

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

Heirloom Wealth Management's VGIT Position: Q4 2023 in Review

Heirloom Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 5,831 shares — an estimated $333K sold.

Heirloom Wealth Management first reported a position in VGIT in Q4 2022 and held it in 3 quarters. The position peaked at $333K in Q3 2023. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Heirloom Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Heirloom Wealth Management sold 5,831 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $333K.
Heirloom Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 3 quarters.
Heirloom Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $333K in Q3 2023.
660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Heirloom Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.