Operose Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Operose 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
2024 Q4	–	Sell	-2,690	Closed	-$163K	–	634
2024 Q3	$163K	Sell	2,690 -7,527	-74%	-$449K	0.05%	160
2024 Q2	$595K	Sell	10,217 -980	-9%	-$56.7K	0.21%	70
2024 Q1	$656K	Buy	+11,197	New	+$657K	0.22%	68
2023 Q4	–	Sell	-1,747	Closed	-$99.8K	–	730
2023 Q3	$99.8K	Buy	+1,747	New	+$101K	0.04%	208

Other funds holding VGIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

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

Operose Advisors's VGIT Position: Q4 2024 in Review

Operose Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 2,690 shares — an estimated $163K sold.

Operose Advisors first reported a position in VGIT in Q3 2023 and held it in 4 quarters. The position peaked at $656K in Q1 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Operose Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 2,690 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $163K.
Operose Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 4 quarters.
Operose Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $656K in Q1 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.