Leelyn Smith’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-39	Closed	-$2	–	422
2022 Q4	$2	Hold	39	–	–	﹤0.01%	454
2022 Q3	$2K	Buy	+39	New	+$2.36K	﹤0.01%	437
2022 Q2	–	Sell	-2,137	Closed	-$134K	–	412
2022 Q1	$134K	Hold	2,137	–	–	0.03%	134
2021 Q4	$142K	Hold	2,137	–	–	0.04%	135
2021 Q3	$144K	Hold	2,137	–	–	0.04%	127
2021 Q2	$145K	Hold	2,137	–	–	0.04%	135
2021 Q1	$144K	Hold	2,137	–	–	0.04%	139
2020 Q4	$148K	Hold	2,137	–	–	0.05%	132
2020 Q3	$151K	Hold	2,137	–	–	0.05%	135
2020 Q2	$151K	Sell	2,137 -2,573	-55%	-$181K	0.06%	128
2020 Q1	$332K	Buy	4,710 +4,312	+1,083%	+$292K	0.18%	86
2019 Q4	$26K	Buy	+398	New	+$26.4K	0.01%	214

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Leelyn Smith's VGIT Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 39 shares — an estimated $2 sold.

Leelyn Smith first reported a position in VGIT in Q4 2019 and held it in 12 quarters. The position peaked at $332K in Q1 2020. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Leelyn Smith reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 39 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $2.
Leelyn Smith first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 12 quarters.
Leelyn Smith's Vanguard Intermediate-Term Treasury ETF position peaked at $332K in Q1 2020.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.