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Northwest Investment Counselors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-64
Closed -$3.75K – 609
2023
Q2 		$3.75K Hold
64
– – ﹤0.01% 479
2023
Q1 		$3.84K Hold
64
– – ﹤0.01% 479
2022
Q4 		$3.74K Hold
64
– – ﹤0.01% 489
2022
Q3 		$4K Buy
+64
New +$3.88K ﹤0.01% 462

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Northwest Investment Counselors's VGIT Position: Q3 2023 in Review

Northwest Investment Counselors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 64 shares — an estimated $3.75K sold.

Northwest Investment Counselors first reported a position in VGIT in Q3 2022 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • Northwest Investment Counselors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 64 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $3.75K.
  • Northwest Investment Counselors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 4 quarters.
  • Northwest Investment Counselors's Vanguard Intermediate-Term Treasury ETF position peaked at $4K in Q3 2022.
  • 569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Northwest Investment Counselors's 13F filing for Q3 2023, filed 12 Oct 2023.