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

Moulton Wealth 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
2022
Q4 		– Sell
-7,701
Closed -$449K – 14
2022
Q3 		$449K Buy
+7,701
New +$467K 2.82% 11

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Moulton Wealth Management's VGIT Position: Q4 2022 in Review

Moulton Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 7,701 shares — an estimated $449K sold.

Moulton Wealth Management first reported a position in VGIT in Q3 2022 and held it in 1 quarter. The position peaked at $449K in Q3 2022. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Moulton Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Moulton Wealth Management sold 7,701 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $449K.
  • Moulton Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Moulton Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $449K in Q3 2022.
  • 494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Moulton Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.