NFP
VGIT icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return