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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

MERSOM

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MA Private Wealth's VGIT Position: Q2 2022 in Review

MA Private Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2022, closing a stake of 9,763 shares — an estimated $614K sold.

MA Private Wealth first reported a position in VGIT in Q1 2020 and held it in 9 quarters. The position peaked at $684K in Q2 2020. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

MA Private Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
MA Private Wealth sold 9,763 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $614K.
MA Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 9 quarters.
MA Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $684K in Q2 2020.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on MA Private Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.