Heritage Wealth Management (Texas)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Heritage Wealth Management (Texas)’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 Q4	–	Sell	-6,825	Closed	-$412K	–	38
2024 Q3	$412K	Buy	6,825 +5	+0.1%	+$298	0.24%	26
2024 Q2	$397K	Sell	6,820 -14,290	-68%	-$826K	0.25%	26
2024 Q1	$1.24M	Buy	21,110 +4,511	+27%	+$265K	0.8%	15
2023 Q4	$985K	Buy	+16,599	New	+$957K	0.69%	17

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

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

ERSOT

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Heritage Wealth Management (Texas)'s VGIT Position: Q4 2024 in Review

Heritage Wealth Management (Texas) sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 6,825 shares — an estimated $412K sold.

Heritage Wealth Management (Texas) first reported a position in VGIT in Q4 2023 and held it in 4 quarters. The position peaked at $1.24M in Q1 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Heritage Wealth Management (Texas) reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Management (Texas) sold 6,825 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $412K.
Heritage Wealth Management (Texas) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Heritage Wealth Management (Texas)'s Vanguard Intermediate-Term Treasury ETF position peaked at $1.24M in Q1 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q4 2024, filed 21 Jan 2025.