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

Milestone 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
Q3 		$262K Sell
4,488
-67
-1% -$4.06K 0.29% 36
2022
Q2 		$279K Sell
4,555
-825
-15% -$50.5K 0.29% 38
2022
Q1 		$358K Hold
5,380
– – 0.29% 35
2021
Q4 		$358K Buy
+5,380
New +$361K 0.29% 35

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

Milestone Wealth's VGIT Position: Q3 2022 in Review

Milestone Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.5% in Q3 2022, selling an estimated $4.06K and leaving 4,488 shares worth $262K. The position accounts for 0.29% of the portfolio, ranked #36.

Milestone Wealth first reported a position in VGIT in Q4 2021 and has held it in 4 quarters since. The position peaked at $358K in Q1 2022. 440 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

  • Milestone Wealth held 4,488 shares of Vanguard Intermediate-Term Treasury ETF worth $262K as of Q3 2022.
  • Milestone Wealth sold 67 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $4.06K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.29% of Milestone Wealth's portfolio in Q3 2022, its #36 holding.
  • Milestone Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $358K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.