Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$16.6M	Sell	290,265 -14,605	-5%	-$847K	1.26%	23
2023 Q2	$17.9M	Buy	304,870 +3,794	+1%	+$226K	1.36%	22
2023 Q1	$18.1M	Buy	301,076 +348	+0.1%	+$20.6K	1.33%	23
2022 Q4	$17.9M	Sell	300,728 -749	-0.2%	-$43.8K	1.34%	25
2022 Q3	$17.4M	Buy	+301,477	New	+$18.3M	1.45%	27

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

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

Polaris Wealth Advisory Group's VGIT Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q3 2023, selling an estimated $847K and leaving 290,265 shares worth $16.6M. The position accounts for 1.26% of the portfolio, ranked #23.

Polaris Wealth Advisory Group first reported a position in VGIT in Q3 2022 and has held it in 5 quarters since. The position peaked at $18.1M in Q1 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Polaris Wealth Advisory Group held 290,265 shares of Vanguard Intermediate-Term Treasury ETF worth $16.6M as of Q3 2023.
Polaris Wealth Advisory Group sold 14,605 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $847K.
Vanguard Intermediate-Term Treasury ETF made up 1.26% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #23 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $18.1M in Q1 2023.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.