Narus Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Narus Financial Partners’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	-3,377	Closed	-$202K	–	125
2023 Q1	$202K	Sell	3,377 -192	-5%	-$11.4K	0.11%	111
2022 Q4	$209K	Sell	3,569 -7,878	-69%	-$461K	0.12%	111
2022 Q3	$667K	Sell	11,447 -176	-2%	-$10.7K	0.42%	42
2022 Q2	$711K	Sell	11,623 -1,237	-10%	-$75.7K	0.45%	40
2022 Q1	$809K	Buy	+12,860	New	+$832K	0.45%	38
2021 Q1	$777K	Buy	+11,565	New	+$791K	0.46%	31
2019 Q4	$594K	Buy	9,021 +1,432	+19%	+$95K	0.42%	26
2019 Q3	$506K	Sell	7,589 -126	-2%	-$8.37K	0.37%	29
2019 Q2	$509K	Buy	+7,715	New	+$499K	0.39%	28
2017 Q3	$617K	Buy	9,546 +3,664	+62%	+$238K	0.54%	28
2017 Q2	$380K	Buy	+5,882	New	+$381K	0.35%	39

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

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

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 Camas, Washington $336B AUM 34.66% 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

Narus Financial Partners's VGIT Position: Q2 2023 in Review

Narus Financial Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 3,377 shares — an estimated $202K sold.

Narus Financial Partners first reported a position in VGIT in Q2 2017 and held it in 11 quarters. The position peaked at $809K in Q1 2022. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

Narus Financial Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Narus Financial Partners sold 3,377 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $202K.
Narus Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and held it in 11 quarters.
Narus Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $809K in Q1 2022.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Narus Financial Partners's 13F filing for Q2 2023, filed 30 Aug 2023.