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Koesten Hirschmann & Crabtree’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Koesten Hirschmann & Crabtree’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
-162
Closed -$9.49K – 233
2024
Q2 		$9.49K Hold
162
– – 0.01% 138
2024
Q1 		$9.49K Hold
162
– – 0.01% 138
2023
Q4 		$9.61K Buy
+162
New +$9.34K 0.01% 119

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VGIT Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 162 shares — an estimated $9.49K sold.

Koesten Hirschmann & Crabtree first reported a position in VGIT in Q4 2023 and held it in 3 quarters. The position peaked at $9.61K in Q4 2023. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 162 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $9.49K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Intermediate-Term Treasury ETF position peaked at $9.61K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.