Peterson Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Peterson Financial Group’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 Q3	$414K	Sell	6,846 -704	-9%	-$42K	1.59%	13
2024 Q2	$440K	Buy	7,550 +1,075	+17%	+$62.2K	2.68%	13
2024 Q1	$379K	Sell	6,475 -594	-8%	-$34.9K	2.47%	14
2023 Q4	$419K	Buy	7,069 +753	+12%	+$43.4K	2.75%	12
2023 Q3	$361K	Buy	6,316 +23	+0.4%	+$1.33K	3.59%	11
2023 Q2	$369K	Buy	6,293 +144	+2%	+$8.59K	3.39%	12
2023 Q1	$369K	Sell	6,149 -1,400	-19%	-$82.9K	3.71%	11
2022 Q4	$441K	Buy	7,549 +546	+8%	+$31.9K	0.58%	58
2022 Q3	$408K	Sell	7,003 -70	-1%	-$4.24K	0.4%	59
2022 Q2	$433K	Sell	7,073 -1,113	-14%	-$68.2K	0.41%	59
2022 Q1	$515K	Buy	8,186 +108	+1%	+$6.99K	0.43%	61
2021 Q4	$537K	Buy	+8,078	New	+$541K	0.44%	60

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

ERSOT

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peterson Financial Group's VGIT Position: Q3 2024 in Review

Peterson Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.3% in Q3 2024, selling an estimated $42K and leaving 6,846 shares worth $414K. The position accounts for 1.59% of the portfolio, ranked #13.

Peterson Financial Group first reported a position in VGIT in Q4 2021 and has held it in 12 quarters since. The position peaked at $537K in Q4 2021. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Peterson Financial Group held 6,846 shares of Vanguard Intermediate-Term Treasury ETF worth $414K as of Q3 2024.
Peterson Financial Group sold 704 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $42K.
Vanguard Intermediate-Term Treasury ETF made up 1.59% of Peterson Financial Group's portfolio in Q3 2024, its #13 holding.
Peterson Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $537K in Q4 2021.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.