Roger Wittlin Investment Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Roger Wittlin Investment Advisory’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	–	Sell	-8,076	Closed	-$479K	–	50
2023 Q4	$479K	Buy	8,076 +84	+1%	+$4.84K	0.35%	32
2023 Q3	$457K	Buy	7,992 +54	+0.7%	+$3.13K	0.39%	31
2023 Q2	$466K	Buy	7,938 +49	+0.6%	+$2.92K	0.38%	36
2023 Q1	$473K	Buy	7,889 +32	+0.4%	+$1.9K	0.42%	34
2022 Q4	$459K	Buy	+7,857	New	+$459K	0.46%	35
2022 Q3	–	Sell	-7,765	Closed	-$474K	–	27
2022 Q2	$474K	Buy	7,765 +25	+0.3%	+$1.53K	0.47%	25
2022 Q1	$486K	Buy	+7,740	New	+$501K	0.45%	21

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Roger Wittlin Investment Advisory's VGIT Position: Q1 2024 in Review

Roger Wittlin Investment Advisory sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 8,076 shares — an estimated $479K sold.

Roger Wittlin Investment Advisory first reported a position in VGIT in Q1 2022 and held it in 7 quarters. The position peaked at $486K in Q1 2022. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Roger Wittlin Investment Advisory reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 8,076 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $479K.
Roger Wittlin Investment Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and held it in 7 quarters.
Roger Wittlin Investment Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $486K in Q1 2022.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q1 2024, filed 2 May 2024.