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	–	781
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	–	1346
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Realta Investment Advisors's VGIT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 11 shares — an estimated $641 sold.

Realta Investment Advisors first reported a position in VGIT in Q1 2019 and held it in 10 quarters. The position peaked at $144K in Q3 2022. 711 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Realta Investment Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 11 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $641.
Realta Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $144K in Q3 2022.
711 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.