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Impact Partnership Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-456
Closed -$26.7K – 1217
2023
Q2 		$26.7K Buy
+456
New +$27.2K 0.01% 308

Other funds holding VGIT

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Impact Partnership Wealth's VGIT Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 456 shares — an estimated $26.7K sold.

Impact Partnership Wealth first reported a position in VGIT in Q2 2023 and held it in 1 quarter. The position peaked at $26.7K in Q2 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 456 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $26.7K.
  • Impact Partnership Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $26.7K in Q2 2023.
  • 570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.