PMFA
VGIT icon

Plante Moran Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Plante Moran Financial 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
2023
Q4 		– Sell
-13
Closed -$743 – 888
2023
Q3 		$743 Buy
+13
New +$754 ﹤0.01% 701

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Plante Moran Financial Advisors's VGIT Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 13 shares — an estimated $743 sold.

Plante Moran Financial Advisors first reported a position in VGIT in Q3 2023 and held it in 1 quarter. The position peaked at $743 in Q3 2023. 659 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 13 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $743.
  • Plante Moran Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $743 in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.