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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 		$26 Buy
+398
New +$26.4K 0.01% 214

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return