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Monumental Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Monumental Financial Group’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
2024
Q3 		$5.85M Sell
96,849
-5,349
-5% -$319K 2.17% 13
2024
Q2 		$5.95M Sell
102,198
-69,943
-41% -$4.04M 2.6% 13
2024
Q1 		$10.1M Buy
172,141
+3,920
+2% +$230K 5.36% 7
2023
Q4 		$9.98M Sell
168,221
-41,166
-20% -$2.37M 5.95% 6
2023
Q3 		$12M Buy
209,387
+14,051
+7% +$815K 7.97% 4
2023
Q2 		$11.5M Buy
195,336
+70,731
+57% +$4.22M 7.71% 3
2023
Q1 		$7.47M Buy
124,605
+7,259
+6% +$430K 5.35% 7
2022
Q4 		$6.86M Buy
117,346
+1,231
+1% +$72K 5.54% 7
2022
Q3 		$6.77M Buy
116,115
+1,734
+2% +$105K 6.41% 8
2022
Q2 		$7M Sell
114,381
-11,516
-9% -$705K 6.43% 7
2022
Q1 		$7.92M Sell
125,897
-102,184
-45% -$6.61M 6.55% 7
2021
Q4 		$15.2M Buy
228,081
+17,021
+8% +$1.14M 10.86% 2
2021
Q3 		$14.3M Buy
211,060
+23,767
+13% +$1.62M 11.39% 2
2021
Q2 		$12.7M Sell
187,293
-105,960
-36% -$7.17M 10.86% 2
2021
Q1 		$19.7M Buy
+293,253
New +$20.1M 18.82% 1

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Monumental Financial Group's VGIT Position: Q3 2024 in Review

Monumental Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.2% in Q3 2024, selling an estimated $319K and leaving 96,849 shares worth $5.85M. The position accounts for 2.17% of the portfolio, ranked #13.

Monumental Financial Group first reported a position in VGIT in Q1 2021 and has held it in 15 quarters since. The position peaked at $19.7M in Q1 2021. 711 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • Monumental Financial Group held 96,849 shares of Vanguard Intermediate-Term Treasury ETF worth $5.85M as of Q3 2024.
  • Monumental Financial Group sold 5,349 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $319K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.17% of Monumental Financial Group's portfolio in Q3 2024, its #13 holding.
  • Monumental Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 15 quarters since.
  • Monumental Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $19.7M in Q1 2021.
  • 711 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.