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Milestone Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Milestone Asset 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
Q2 		– Sell
-83,313
Closed -$5M – 80
2023
Q1 		$5M Buy
+83,313
New +$4.93M 2.85% 8

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Milestone Asset Management's VGIT Position: Q2 2023 in Review

Milestone Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 83,313 shares — an estimated $5M sold.

Milestone Asset Management first reported a position in VGIT in Q1 2023 and held it in 1 quarter. The position peaked at $5M in Q1 2023. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

  • Milestone Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 83,313 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $5M.
  • Milestone Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Milestone Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $5M in Q1 2023.
  • 555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.