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Petix & Botte Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-18,064
Closed -$1.06M – 162
2024
Q1 		$1.06M Buy
+18,064
New +$1.06M 0.26% 64

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Petix & Botte Financial's VGIT Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 18,064 shares — an estimated $1.06M sold.

Petix & Botte Financial first reported a position in VGIT in Q1 2024 and held it in 1 quarter. The position peaked at $1.06M in Q1 2024. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Petix & Botte Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 18,064 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $1.06M.
  • Petix & Botte Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $1.06M in Q1 2024.
  • 676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.