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Lee Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lee Financial’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
Q4 		– Sell
-295
Closed -$16.9K – 928
2023
Q3 		$16.9K Buy
+295
New +$17.1K ﹤0.01% 329

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Lee Financial's VGIT Position: Q4 2023 in Review

Lee Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 295 shares — an estimated $16.9K sold.

Lee Financial first reported a position in VGIT in Q3 2023 and held it in 1 quarter. The position peaked at $16.9K in Q3 2023. 659 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

  • Lee Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 295 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $16.9K.
  • Lee Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $16.9K in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.