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Palumbo Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Palumbo Wealth Management’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
-29,374
Closed -$1.77M – 191
2024
Q3 		$1.77M Sell
29,374
-2,051
-7% -$122K 0.69% 44
2024
Q2 		$1.83M Sell
31,425
-338
-1% -$19.5K 0.77% 37
2024
Q1 		$1.86M Sell
31,763
-182
-0.6% -$10.7K 0.83% 34
2023
Q4 		$1.9M Buy
31,945
+13,348
+72% +$769K 0.97% 24
2023
Q3 		$1.06M Sell
18,597
-2,062
-10% -$120K 0.58% 42
2023
Q2 		$1.21M Sell
20,659
-390
-2% -$23.3K 0.74% 26
2023
Q1 		$1.26M Buy
21,049
+69
+0.3% +$4.09K 0.84% 27
2022
Q4 		$1.23M Sell
20,980
-80,343
-79% -$4.7M 0.98% 21
2022
Q3 		$5.91M Buy
101,323
+89,715
+773% +$5.44M 5% 7
2022
Q2 		$710K Sell
11,608
-72,012
-86% -$4.41M 0.56% 41
2022
Q1 		$5.26M Buy
83,620
+71,145
+570% +$4.6M 3.38% 9
2021
Q4 		$829K Sell
12,475
-5,357
-30% -$359K 0.52% 47
2021
Q3 		$1.21M Buy
17,832
+9,101
+104% +$620K 0.79% 19
2021
Q2 		$592K Sell
8,731
-781
-8% -$52.9K 0.4% 62
2021
Q1 		$639K Buy
9,512
+1,416
+17% +$96.8K 0.48% 57
2020
Q4 		$562K Buy
+8,096
New +$566K 0.45% 54

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Palumbo Wealth Management's VGIT Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 29,374 shares — an estimated $1.77M sold.

Palumbo Wealth Management first reported a position in VGIT in Q4 2020 and held it in 16 quarters. The position peaked at $5.91M in Q3 2022. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 29,374 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $1.77M.
  • Palumbo Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 16 quarters.
  • Palumbo Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $5.91M in Q3 2022.
  • 809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.