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

Richardson Capital Management’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 Q4	–	Sell	-216	Closed	-$13.1K	–	149
2024 Q3	$13.1K	Buy	216 +2	+0.9%	+$119	0.01%	108
2024 Q2	$12.5K	Buy	214 +2	+0.9%	+$116	0.01%	121
2024 Q1	$12.4K	Buy	212 +1	+0.5%	+$59	0.01%	115
2023 Q4	$12.5K	Buy	+211	New	+$12.2K	0.01%	96

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Richardson Capital Management's VGIT Position: Q4 2024 in Review

Richardson Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 216 shares — an estimated $13.1K sold.

Richardson Capital Management first reported a position in VGIT in Q4 2023 and held it in 4 quarters. The position peaked at $13.1K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Richardson Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Richardson Capital Management sold 216 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $13.1K.
Richardson Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Richardson Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $13.1K in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Richardson Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.