RGT Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

RGT Wealth 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
2022 Q3	$927K	Sell	15,900 -1,294	-8%	-$78.4K	0.15%	30
2022 Q2	$1.05M	Hold	17,194	–	–	0.18%	34
2022 Q1	$1.08M	Hold	17,194	–	–	0.17%	35
2021 Q4	$1.14M	Buy	+17,194	New	+$1.15M	0.17%	31

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

RGT Wealth Advisors's VGIT Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.5% in Q3 2022, selling an estimated $78.4K and leaving 15,900 shares worth $927K. The position accounts for 0.15% of the portfolio, ranked #30.

RGT Wealth Advisors first reported a position in VGIT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

RGT Wealth Advisors held 15,900 shares of Vanguard Intermediate-Term Treasury ETF worth $927K as of Q3 2022.
RGT Wealth Advisors sold 1,294 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $78.4K.
Vanguard Intermediate-Term Treasury ETF made up 0.15% of RGT Wealth Advisors's portfolio in Q3 2022, its #30 holding.
RGT Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.14M in Q4 2021.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.