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

Institute for 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
2022
Q3 		– Sell
-7,500
Closed -$459K – 526
2022
Q2 		$459K Buy
+7,500
New +$459K 0.09% 293

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Institute for Wealth Management's VGIT Position: Q3 2022 in Review

Institute for Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 7,500 shares — an estimated $459K sold.

Institute for Wealth Management first reported a position in VGIT in Q2 2022 and held it in 1 quarter. The position peaked at $459K in Q2 2022. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

  • Institute for Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 7,500 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $459K.
  • Institute for Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $459K in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.