Kelly Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kelly Financial Services’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 Q4	–	Sell	-72	Closed	-$4.14K	–	803
2023 Q3	$4.14K	Hold	72	–	–	﹤0.01%	471
2023 Q2	$4.22K	Buy	+72	New	+$4.29K	﹤0.01%	469
2021 Q4	–	Sell	-109	Closed	-$7.36K	–	708
2021 Q3	$7.36K	Buy	+109	New	+$7.43K	﹤0.01%	367

Other funds holding VGIT

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BSW

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

Kelly Financial Services's VGIT Position: Q4 2023 in Review

Kelly Financial Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 72 shares — an estimated $4.14K sold.

Kelly Financial Services first reported a position in VGIT in Q3 2021 and held it in 3 quarters. The position peaked at $7.36K in Q3 2021. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Kelly Financial Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Kelly Financial Services sold 72 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $4.14K.
Kelly Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 3 quarters.
Kelly Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $7.36K in Q3 2021.
660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.