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MA Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

MA Private Wealth’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
Q2 		– Sell
-9,763
Closed -$614K – 87
2022
Q1 		$614K Buy
9,763
+826
+9% +$53.4K 0.11% 53
2021
Q4 		$594K Buy
8,937
+591
+7% +$39.6K 0.11% 55
2021
Q3 		$564K Sell
8,346
-1,347
-14% -$91.8K 0.11% 59
2021
Q2 		$657K Hold
9,693
– – 0.13% 58
2021
Q1 		$652K Hold
9,693
– – 0.14% 55
2020
Q4 		$673K Hold
9,693
– – 0.15% 47
2020
Q3 		$683K Hold
9,693
– – 0.16% 50
2020
Q2 		$684K Hold
9,693
– – 0.17% 50
2020
Q1 		$684K Buy
+9,693
New +$657K 0.2% 46

Other funds holding VGIT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return