PCA
VGIT icon

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

Personal Capital 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
2022
Q4 		$647M Buy
+11,066,438
New +$647M 3.14% 6
2021
Q4 		– Sell
-3,245
Closed -$219K – 565
2021
Q3 		$219K Sell
3,245
-312
-9% -$21.3K ﹤0.01% 470
2021
Q2 		$241K Buy
3,557
+11
+0.3% +$744 ﹤0.01% 446
2021
Q1 		$238K Buy
3,546
+271
+8% +$18.5K ﹤0.01% 433
2020
Q4 		$227K Buy
3,275
+82
+3% +$5.74K ﹤0.01% 429
2020
Q3 		$225K Buy
3,193
+63
+2% +$4.44K ﹤0.01% 379
2020
Q2 		$221K Buy
3,130
+20
+0.6% +$1.41K ﹤0.01% 335
2020
Q1 		$219K Buy
+3,110
New +$211K ﹤0.01% 322

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return