Keystone Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Keystone Wealth Partners’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 Q1	$3.2M	Buy	50,912 +778	+2%	+$50.3K	1.5%	11
2021 Q4	$3.33M	Buy	50,134 +8,807	+21%	+$590K	1.47%	13
2021 Q3	$2.79M	Buy	41,327 +2,509	+6%	+$171K	1.54%	11
2021 Q2	$2.63M	Buy	38,818 +769	+2%	+$52K	1.57%	12
2021 Q1	$2.56M	Buy	38,049 +6,713	+21%	+$459K	1.72%	10
2020 Q4	$2.17M	Buy	+31,336	New	+$2.19M	1.73%	10

Other funds holding VGIT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

BSW

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Wealth Partners's VGIT Position: Q1 2022 in Review

Keystone Wealth Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.6% in Q1 2022, buying an estimated $50.3K and bringing the position to 50,912 shares worth $3.2M. The position accounts for 1.5% of the portfolio, ranked #11.

Keystone Wealth Partners first reported a position in VGIT in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.33M in Q4 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

Keystone Wealth Partners held 50,912 shares of Vanguard Intermediate-Term Treasury ETF worth $3.2M as of Q1 2022.
Keystone Wealth Partners bought 778 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $50.3K.
Vanguard Intermediate-Term Treasury ETF made up 1.5% of Keystone Wealth Partners's portfolio in Q1 2022, its #11 holding.
Keystone Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 6 quarters since.
Keystone Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $3.33M in Q4 2021.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.