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

Planning Directions’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 Q3	–	Sell	-3,920	Closed	-$240K	–	71
2022 Q2	$240K	Sell	3,920 -35,212	-90%	-$2.16M	0.18%	59
2022 Q1	$2.46M	Sell	39,132 -30,948	-44%	-$2M	1.73%	13
2021 Q4	$4.66M	Sell	70,080 -2,014	-3%	-$135K	3.1%	8
2021 Q3	$4.87M	Sell	72,094 -9,449	-12%	-$644K	3.54%	7
2021 Q2	$5.53M	Sell	81,543 -6,839	-8%	-$463K	4.04%	7
2021 Q1	$5.94M	Sell	88,382 -315	-0.4%	-$21.5K	4.68%	5
2020 Q4	$6.16M	Buy	88,697 +726	+0.8%	+$50.8K	4.99%	5
2020 Q3	$6.2M	Buy	87,971 +3,481	+4%	+$246K	5.46%	3
2020 Q2	$5.96M	Buy	+84,490	New	+$5.95M	5.56%	3
2020 Q1	–	Sell	-78,184	Closed	-$5.15M	–	92
2019 Q4	$5.15M	Buy	78,184 +8,201	+12%	+$544K	4.76%	6
2019 Q3	$4.67M	Buy	69,983 +31,533	+82%	+$2.09M	4.48%	6
2019 Q2	$2.54M	Buy	+38,450	New	+$2.49M	2.57%	9

Other funds holding VGIT

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Planning Directions's VGIT Position: Q3 2022 in Review

Planning Directions sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 3,920 shares — an estimated $240K sold.

Planning Directions first reported a position in VGIT in Q2 2019 and held it in 12 quarters. The position peaked at $6.2M in Q3 2020. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

Planning Directions reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Planning Directions sold 3,920 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $240K.
Planning Directions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and held it in 12 quarters.
Planning Directions's Vanguard Intermediate-Term Treasury ETF position peaked at $6.2M in Q3 2020.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Planning Directions's 13F filing for Q3 2022, filed 8 Nov 2022.