Intelligent Financial Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Intelligent Financial Strategies’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 Q1	–	Sell	-1,900	Closed	-$111K	–	95
2022 Q4	$111K	Sell	1,900 -62,828	-97%	-$3.67M	0.09%	51
2022 Q3	$3.77M	Buy	64,728 +17,000	+36%	+$1.03M	3.96%	9
2022 Q2	$2.92M	Buy	+47,728	New	+$2.92M	2.97%	9
2022 Q1	–	Sell	-3,294	Closed	-$219K	–	116
2021 Q4	$219K	Buy	+3,294	New	+$221K	0.2%	46

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Intelligent Financial Strategies's VGIT Position: Q1 2023 in Review

Intelligent Financial Strategies sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 1,900 shares — an estimated $111K sold.

Intelligent Financial Strategies first reported a position in VGIT in Q4 2021 and held it in 4 quarters. The position peaked at $3.77M in Q3 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Intelligent Financial Strategies reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Intelligent Financial Strategies sold 1,900 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $111K.
Intelligent Financial Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Intelligent Financial Strategies's Vanguard Intermediate-Term Treasury ETF position peaked at $3.77M in Q3 2022.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Intelligent Financial Strategies's 13F filing for Q1 2023, filed 2 May 2023.