Investment Management Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Investment Management Associates’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 Q3	–	Sell	-296,031	Closed	-$17.2M	–	39
2024 Q2	$17.2M	Hold	296,031	–	–	5.92%	7
2024 Q1	$17.3M	Hold	296,031	–	–	5.98%	7
2023 Q4	$17.6M	Hold	296,031	–	–	6.79%	6
2023 Q3	$16.9M	Buy	+296,031	New	+$17.2M	7.06%	4
2022 Q4	–	Sell	-86,061	Closed	-$5.02M	–	45
2022 Q3	$5.02M	Buy	+86,061	New	+$5.22M	2.36%	19

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Investment Management Associates's VGIT Position: Q3 2024 in Review

Investment Management Associates sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 296,031 shares — an estimated $17.2M sold.

Investment Management Associates first reported a position in VGIT in Q3 2022 and held it in 5 quarters. The position peaked at $17.6M in Q4 2023. 711 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Investment Management Associates reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Investment Management Associates sold 296,031 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $17.2M.
Investment Management Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Investment Management Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $17.6M in Q4 2023.
711 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Investment Management Associates's 13F filing for Q3 2024, filed 5 Nov 2024.