RegentAtlantic Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$730K	Buy	12,530 +5,368	+75%	+$325K	0.02%	368
2022 Q2	$438K	Sell	7,162 -1,242	-15%	-$76K	0.01%	466
2022 Q1	$529K	Sell	8,404 -26,718	-76%	-$1.73M	0.02%	444
2021 Q4	$2.33M	Buy	35,122 +26,662	+315%	+$1.79M	0.07%	203
2021 Q3	$571K	Hold	8,460	–	–	0.02%	402
2021 Q2	$574K	Sell	8,460 -3,666	-30%	-$248K	0.02%	389
2021 Q1	$815K	Buy	12,126 +6,791	+127%	+$464K	0.03%	304
2020 Q4	$370K	Sell	5,335 -45	-0.8%	-$3.15K	0.01%	391
2020 Q3	$379K	Buy	5,380 +2,291	+74%	+$162K	0.02%	359
2020 Q2	$218K	Buy	+3,089	New	+$217K	0.01%	443

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

RegentAtlantic Capital's VGIT Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 75% in Q3 2022, buying an estimated $325K and bringing the position to 12,530 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #368.

RegentAtlantic Capital first reported a position in VGIT in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

RegentAtlantic Capital held 12,530 shares of Vanguard Intermediate-Term Treasury ETF worth $730K as of Q3 2022.
RegentAtlantic Capital bought 5,368 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $325K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #368 holding.
RegentAtlantic Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 10 quarters since.
RegentAtlantic Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $2.33M in Q4 2021.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.