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Legacy Private Trust’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Legacy Private Trust’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
2024
Q4 		– Sell
-3,525
Closed -$213K – 247
2024
Q3 		$213K Hold
3,525
– – 0.01% 226
2024
Q2 		$205K Hold
3,525
– – 0.01% 225
2024
Q1 		$206K Sell
3,525
-1,427
-29% -$83.7K 0.02% 221
2023
Q4 		$294K Buy
+4,952
New +$285K 0.02% 199
2022
Q3 		– Sell
-9,146
Closed -$559K – 232
2022
Q2 		$559K Sell
9,146
-44,803
-83% -$2.74M 0.05% 161
2022
Q1 		$3.39M Sell
53,949
-15,913
-23% -$1.03M 0.26% 84
2021
Q4 		$4.64M Sell
69,862
-2,802
-4% -$188K 0.35% 73
2021
Q3 		$4.91M Sell
72,664
-3,338
-4% -$228K 0.4% 71
2021
Q2 		$5.15M Sell
76,002
-17,249
-18% -$1.17M 0.43% 65
2021
Q1 		$6.27M Sell
93,251
-3,288
-3% -$225K 0.57% 49
2020
Q4 		$6.7M Sell
96,539
-2,111
-2% -$148K 0.63% 43
2020
Q3 		$6.95M Sell
98,650
-3,854
-4% -$272K 0.72% 40
2020
Q2 		$7.23M Sell
102,504
-779
-0.8% -$54.8K 0.8% 32
2020
Q1 		$7.29M Sell
103,283
-4,729
-4% -$321K 0.95% 29
2019
Q4 		$7.12M Sell
108,012
-9,818
-8% -$651K 0.74% 36
2019
Q3 		$7.86M Sell
117,830
-13,868
-11% -$921K 0.88% 30
2019
Q2 		$8.69M Sell
131,698
-92,551
-41% -$5.99M 0.99% 26
2019
Q1 		$14.5M Sell
224,249
-25,581
-10% -$1.63M 1.72% 13
2018
Q4 		$15.9M Sell
249,830
-108,209
-30% -$6.73M 2.05% 9
2018
Q3 		$22.2M Buy
358,039
+349,274
+3,985% +$21.8M 2.51% 6
2018
Q2 		$549K Buy
+8,765
New +$547K 0.07% 167

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Legacy Private Trust's VGIT Position: Q4 2024 in Review

Legacy Private Trust sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 3,525 shares — an estimated $213K sold.

Legacy Private Trust first reported a position in VGIT in Q2 2018 and held it in 21 quarters. The position peaked at $22.2M in Q3 2018. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Legacy Private Trust reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 3,525 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $213K.
  • Legacy Private Trust first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and held it in 21 quarters.
  • Legacy Private Trust's Vanguard Intermediate-Term Treasury ETF position peaked at $22.2M in Q3 2018.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.