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Planning Center Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Planning Center Inc’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
-4,238
Closed -$242K – 64
2023
Q3 		$242K Hold
4,238
– – 0.06% 56
2023
Q2 		$249K Buy
+4,238
New +$253K 0.06% 59

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Planning Center Inc's VGIT Position: Q4 2023 in Review

Planning Center Inc sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 4,238 shares — an estimated $242K sold.

Planning Center Inc first reported a position in VGIT in Q2 2023 and held it in 2 quarters. The position peaked at $249K in Q2 2023. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

  • Planning Center Inc reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Planning Center Inc sold 4,238 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $242K.
  • Planning Center Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Planning Center Inc's Vanguard Intermediate-Term Treasury ETF position peaked at $249K in Q2 2023.
  • 660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Planning Center Inc's 13F filing for Q4 2023, filed 23 Jan 2024.