Salem Investment Counselors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-75	Closed	-$4.39K	–	1209
2024 Q1	$4.39K	Sell	75 -90	-55%	-$5.28K	﹤0.01%	943
2023 Q4	$9.79K	Hold	165	–	–	﹤0.01%	819
2023 Q3	$9.43K	Hold	165	–	–	﹤0.01%	802
2023 Q2	$9.68K	Hold	165	–	–	﹤0.01%	828
2023 Q1	$9.89K	Buy	+165	New	+$9.77K	﹤0.01%	815
2021 Q1	–	Sell	-64	Closed	-$4K	–	923
2020 Q4	$4K	Buy	+64	New	+$4.48K	﹤0.01%	727

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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

Salem Investment Counselors's VGIT Position: Q2 2024 in Review

Salem Investment Counselors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 75 shares — an estimated $4.39K sold.

Salem Investment Counselors first reported a position in VGIT in Q4 2020 and held it in 6 quarters. The position peaked at $9.89K in Q1 2023. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

Salem Investment Counselors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 75 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $4.39K.
Salem Investment Counselors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 6 quarters.
Salem Investment Counselors's Vanguard Intermediate-Term Treasury ETF position peaked at $9.89K in Q1 2023.
676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.