Peachtree Investment Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Peachtree Investment Partners’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	–	Sell	-400	Closed	-$23K	–	104
2022 Q3	$23K	Hold	400	–	–	0.02%	84
2022 Q2	$24K	Hold	400	–	–	0.02%	87
2022 Q1	$25K	Sell	400 -402	-50%	-$26K	0.01%	93
2021 Q4	$53K	Buy	+802	New	+$53.7K	0.02%	89
2021 Q1	–	Sell	-9,011	Closed	-$626K	–	102
2020 Q4	$626K	Sell	9,011 -15,000	-62%	-$1.05M	0.36%	40
2020 Q3	$1.69M	Buy	+24,011	New	+$1.69M	1.16%	21

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $391M AUM 18.18% 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 $3.37T AUM 44.26% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Peachtree Investment Partners's VGIT Position: Q4 2022 in Review

Peachtree Investment Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 400 shares — an estimated $23K sold.

Peachtree Investment Partners first reported a position in VGIT in Q3 2020 and held it in 6 quarters. The position peaked at $1.69M in Q3 2020. 493 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Peachtree Investment Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Peachtree Investment Partners sold 400 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $23K.
Peachtree Investment Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 6 quarters.
Peachtree Investment Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $1.69M in Q3 2020.
493 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Peachtree Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.