Householder Group Estate & Retirement Specialist’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Householder Group Estate & Retirement Specialist’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	-846	Closed	-$51K	–	1196
2024 Q3	$51K	Hold	846	–	–	0.01%	477
2024 Q2	$49K	Buy	846 +1	+0.1%	+$58	0.01%	482
2024 Q1	$49.5K	Buy	845 +1	+0.1%	+$59	0.01%	472
2023 Q4	$50K	Buy	844 +303	+56%	+$17.5K	0.02%	460
2023 Q3	$31K	Buy	+541	New	+$31.4K	0.01%	545
2023 Q1	$32K	Buy	+541	New	+$32K	0.01%	534
2022 Q4	–	Sell	-539	Closed	-$31K	–	1111
2022 Q3	$31K	Buy	+539	New	+$32.7K	0.01%	495

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

Householder Group Estate & Retirement Specialist's VGIT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 846 shares — an estimated $51K sold.

Householder Group Estate & Retirement Specialist first reported a position in VGIT in Q3 2022 and held it in 7 quarters. The position peaked at $51K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 846 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $51K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Intermediate-Term Treasury ETF position peaked at $51K in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.