Retirement Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Retirement 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
2024 Q1	$226K	Buy	3,868 +369	+11%	+$21.6K	0.08%	102
2023 Q4	$208K	Buy	3,499 +36	+1%	+$2.08K	0.08%	101
2023 Q3	$198K	Buy	3,463 +23	+0.7%	+$1.33K	0.08%	103
2023 Q2	$202K	Buy	3,440 +3,365	+4,487%	+$201K	0.08%	97
2023 Q1	$4K	Hold	75	–	–	﹤0.01%	529
2022 Q4	$4K	Buy	+75	New	+$4.38K	﹤0.01%	466
2022 Q3	–	Sell	-75	Closed	-$5K	–	800
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	538
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	552
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	535
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	454
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	499
2021 Q1	$5K	Hold	75	–	–	﹤0.01%	564
2020 Q4	$5K	Hold	75	–	–	﹤0.01%	508
2020 Q3	$5K	Hold	75	–	–	﹤0.01%	495
2020 Q2	$5K	Buy	+75	New	+$5.28K	﹤0.01%	459
2019 Q4	$5K	Buy	+75	New	+$4.97K	﹤0.01%	460

Other funds holding VGIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Retirement Group's VGIT Position: Q1 2024 in Review

Retirement Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2024, buying an estimated $21.6K and bringing the position to 3,868 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #102.

Retirement Group first reported a position in VGIT in Q4 2019 and has held it in 16 quarters since. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Retirement Group held 3,868 shares of Vanguard Intermediate-Term Treasury ETF worth $226K as of Q1 2024.
Retirement Group bought 369 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $21.6K.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of Retirement Group's portfolio in Q1 2024, its #102 holding.
Retirement Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 16 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.