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Laurel Wealth Advisors (California)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$7.82M Buy
133,758
+27,631
+26% +$1.62M 0.77% 28
2022
Q3 		$6.19M Buy
106,127
+23,481
+28% +$1.42M 0.66% 31
2022
Q2 		$5.05M Buy
+82,646
New +$5.06M 0.52% 41

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VGIT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 26% in Q4 2022, buying an estimated $1.62M and bringing the position to 133,758 shares worth $7.82M. The position accounts for 0.77% of the portfolio, ranked #28.

Laurel Wealth Advisors (California) first reported a position in VGIT in Q2 2022 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Laurel Wealth Advisors (California) held 133,758 shares of Vanguard Intermediate-Term Treasury ETF worth $7.82M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 27,631 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $1.62M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.77% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #28 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.