New England Guild Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

New England Guild Wealth Advisors’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	$2.41M	Sell	41,181 -9,363	-19%	-$547K	1.27%	20
2022 Q3	$2.95M	Sell	50,544 -46,447	-48%	-$2.82M	1.78%	16
2022 Q2	$5.93M	Sell	96,991 -11,482	-11%	-$703K	3.66%	7
2022 Q1	$6.82M	Sell	108,473 -4,674	-4%	-$302K	3.62%	8
2021 Q4	$7.52M	Sell	113,147 -24,528	-18%	-$1.64M	3.76%	6
2021 Q3	$9.3M	Sell	137,675 -8,978	-6%	-$612K	4.93%	4
2021 Q2	$9.95M	Sell	146,653 -11,764	-7%	-$796K	5.39%	4
2021 Q1	$10.7M	Sell	158,417 -15,395	-9%	-$1.05M	5.99%	3
2020 Q4	$12.1M	Sell	173,812 -3,317	-2%	-$232K	7.16%	2
2020 Q3	$12.5M	Buy	177,129 +1,148	+0.7%	+$81K	8.72%	2
2020 Q2	$12.4M	Buy	175,981 +5,489	+3%	+$386K	9.12%	2
2020 Q1	$12M	Buy	170,492 +2,950	+2%	+$200K	10.8%	2
2019 Q4	$11M	Buy	167,542 +2,797	+2%	+$185K	7.93%	1
2019 Q3	$11M	Buy	164,745 +11,508	+8%	+$764K	7.89%	1
2019 Q2	$10.1M	Buy	153,237 +7,167	+5%	+$464K	7.51%	1
2019 Q1	$9.42M	Buy	146,070 +6,409	+5%	+$408K	7.12%	3
2018 Q4	$8.86M	Buy	139,661 +128,084	+1,106%	+$7.97M	7.43%	2
2018 Q3	$719K	Buy	+11,577	New	+$723K	0.65%	27

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BSW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Guild Wealth Advisors's VGIT Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q4 2022, selling an estimated $547K and leaving 41,181 shares worth $2.41M. The position accounts for 1.27% of the portfolio, ranked #20.

New England Guild Wealth Advisors first reported a position in VGIT in Q3 2018 and has held it in 18 quarters since. The position peaked at $12.5M in Q3 2020. 493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

New England Guild Wealth Advisors held 41,181 shares of Vanguard Intermediate-Term Treasury ETF worth $2.41M as of Q4 2022.
New England Guild Wealth Advisors sold 9,363 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $547K.
Vanguard Intermediate-Term Treasury ETF made up 1.27% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #20 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and has held it in 18 quarters since.
New England Guild Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $12.5M in Q3 2020.
493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.