Money Concepts Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Money Concepts Capital’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	-771	Closed	-$45.1K	–	2806
2022 Q4	$45.1K	Sell	771 -1,022	-57%	-$59.7K	﹤0.01%	1295
2022 Q3	$105K	Hold	1,793	–	–	0.01%	569
2022 Q2	$110K	Sell	1,793 -511	-22%	-$31.3K	0.01%	546
2022 Q1	$145K	Buy	2,304 +511	+28%	+$33.1K	0.01%	862
2021 Q4	$119K	Buy	+1,793	New	+$120K	0.01%	535

Other funds holding VGIT

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

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

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

Money Concepts Capital's VGIT Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 771 shares — an estimated $45.1K sold.

Money Concepts Capital first reported a position in VGIT in Q4 2021 and held it in 5 quarters. The position peaked at $145K in Q1 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Money Concepts Capital reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 771 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $45.1K.
Money Concepts Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $145K in Q1 2022.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.