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LaFleur & Godfrey’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

LaFleur & Godfrey’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
Q3 		– Sell
-5,250
Closed -$308K – 135
2023
Q2 		$308K Hold
5,250
– – 0.05% 106
2023
Q1 		$315K Hold
5,250
– – 0.05% 107
2022
Q4 		$307K Hold
5,250
– – 0.05% 108
2022
Q3 		$306K Buy
+5,250
New +$318K 0.05% 107

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LaFleur & Godfrey's VGIT Position: Q3 2023 in Review

LaFleur & Godfrey sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 5,250 shares — an estimated $308K sold.

LaFleur & Godfrey first reported a position in VGIT in Q3 2022 and held it in 4 quarters. The position peaked at $315K in Q1 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • LaFleur & Godfrey reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • LaFleur & Godfrey sold 5,250 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $308K.
  • LaFleur & Godfrey first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 4 quarters.
  • LaFleur & Godfrey's Vanguard Intermediate-Term Treasury ETF position peaked at $315K in Q1 2023.
  • 570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on LaFleur & Godfrey's 13F filing for Q3 2023, filed 18 Oct 2023.