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McElhenny Sheffield Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

McElhenny Sheffield Capital Management’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
-239
Closed -$14K – 597
2022
Q4 		$14K Buy
+239
New +$14K 0.01% 303

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Creative Planning
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Morgan Stanley
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Fisher Asset Management
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BSW
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UBS Group
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

McElhenny Sheffield Capital Management's VGIT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 239 shares — an estimated $14K sold.

McElhenny Sheffield Capital Management first reported a position in VGIT in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 239 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $14K.
  • McElhenny Sheffield Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $14K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.