Parcion Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Parcion Private Wealth’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 Q4	–	Sell	-4,312	Closed	-$246K	–	200
2023 Q3	$246K	Buy	+4,312	New	+$250K	0.03%	166
2023 Q1	–	Sell	-4,432	Closed	-$259K	–	198
2022 Q4	$259K	Sell	4,432 -13,791	-76%	-$806K	0.03%	173
2022 Q3	$1.06M	Buy	+18,223	New	+$1.1M	0.12%	116

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BSW

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

Parcion Private Wealth's VGIT Position: Q4 2023 in Review

Parcion Private Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 4,312 shares — an estimated $246K sold.

Parcion Private Wealth first reported a position in VGIT in Q3 2022 and held it in 3 quarters. The position peaked at $1.06M in Q3 2022. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Parcion Private Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Parcion Private Wealth sold 4,312 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $246K.
Parcion Private Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
Parcion Private Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $1.06M in Q3 2022.
660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Parcion Private Wealth's 13F filing for Q4 2023, filed 23 Jan 2024.