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Lane & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lane & 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
2023
Q3 		– Sell
-3,792
Closed -$222K – 110
2023
Q2 		$222K Sell
3,792
-2,188
-37% -$130K 0.18% 94
2023
Q1 		$359K Sell
5,980
-987
-14% -$58.5K 0.32% 59
2022
Q4 		$407K Buy
+6,967
New +$407K 0.39% 56

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 $3.37T AUM 44.26% 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

Lane & Associates's VGIT Position: Q3 2023 in Review

Lane & Associates sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 3,792 shares — an estimated $222K sold.

Lane & Associates first reported a position in VGIT in Q4 2022 and held it in 3 quarters. The position peaked at $407K in Q4 2022. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • Lane & Associates reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Lane & Associates sold 3,792 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $222K.
  • Lane & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Lane & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $407K in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Lane & Associates's 13F filing for Q3 2023, filed 12 Apr 2024.