Private Wealth Advisors (California)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Private Wealth Advisors (California)’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	-102,965	Closed	-$5.88M	–	84
2023 Q3	$5.88M	Buy	102,965 +1,420	+1%	+$82.3K	2.49%	13
2023 Q2	$5.96M	Buy	101,545 +523	+0.5%	+$31.2K	2.43%	12
2023 Q1	$6.06M	Buy	101,022 +14,666	+17%	+$869K	2.55%	11
2022 Q4	$5.05M	Buy	86,356 +9,347	+12%	+$546K	1.7%	24
2022 Q3	$4.49M	Buy	77,009 +36,049	+88%	+$2.19M	2.09%	19
2022 Q2	$2.51M	Buy	+40,960	New	+$2.51M	0.93%	30

Other funds holding VGIT

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

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

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

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

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

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

Private Wealth Advisors (California)'s VGIT Position: Q4 2023 in Review

Private Wealth Advisors (California) sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 102,965 shares — an estimated $5.88M sold.

Private Wealth Advisors (California) first reported a position in VGIT in Q2 2022 and held it in 6 quarters. The position peaked at $6.06M in Q1 2023. 660 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Private Wealth Advisors (California) reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Private Wealth Advisors (California) sold 102,965 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $5.88M.
Private Wealth Advisors (California) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Private Wealth Advisors (California)'s Vanguard Intermediate-Term Treasury ETF position peaked at $6.06M in Q1 2023.
660 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2023, filed 23 Jan 2024.