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Schubert & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Schubert & Co’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
Q4 		– Sell
-531
Closed -$31K – 1652
2022
Q3 		$31K Hold
531
– – 0.03% 85
2022
Q2 		$32K Buy
+531
New +$32.5K 0.03% 85

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Schubert & Co's VGIT Position: Q4 2022 in Review

Schubert & Co sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 531 shares — an estimated $31K sold.

Schubert & Co first reported a position in VGIT in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

  • Schubert & Co reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Schubert & Co sold 531 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $31K.
  • Schubert & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Schubert & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $32K in Q2 2022.
  • 494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Schubert & Co's 13F filing for Q4 2022, filed 1 Feb 2023.