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Realta Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-11
Closed -$641 – 755
2024
Q2 		$641 Hold
11
– – ﹤0.01% 778
2024
Q1 		$644 Buy
+11
New +$645 ﹤0.01% 796
2023
Q4 		– Sell
-19
Closed -$1.11K – 782
2023
Q3 		$1.11K Hold
19
– – ﹤0.01% 772
2023
Q2 		$1.11K Buy
+19
New +$1.13K ﹤0.01% 822
2023
Q1 		– Sell
-2,412
Closed -$141K – 806
2022
Q4 		$141K Sell
2,412
-65
-3% -$3.8K 0.03% 439
2022
Q3 		$144K Buy
+2,477
New +$150K 0.04% 403
2020
Q1 		– Sell
-26
Closed -$2K – 1348
2019
Q4 		$2K Sell
26
-1
-4% -$66 ﹤0.01% 1501
2019
Q3 		$2K Hold
27
– – ﹤0.01% 1525
2019
Q2 		$2K Hold
27
– – ﹤0.01% 1591
2019
Q1 		$2K Buy
+27
New +$1.72K ﹤0.01% 1237

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return