Semmax Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Semmax Financial 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
2024 Q3	–	Sell	-1,596	Closed	-$95.8K	–	414
2024 Q2	$95.8K	Buy	+1,596	New	+$92.3K	0.03%	136
2023 Q4	–	Sell	-90	Closed	-$5.13K	–	415
2023 Q3	$5.13K	Buy	+90	New	+$5.22K	﹤0.01%	229
2019 Q1	–	Sell	-400	Closed	-$25K	–	497
2018 Q4	$25K	Buy	+400	New	+$24.9K	0.02%	252

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Semmax Financial Advisors's VGIT Position: Q3 2024 in Review

Semmax Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 1,596 shares — an estimated $95.8K sold.

Semmax Financial Advisors first reported a position in VGIT in Q4 2018 and held it in 3 quarters. The position peaked at $95.8K in Q2 2024. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Semmax Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 1,596 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $95.8K.
Semmax Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 3 quarters.
Semmax Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $95.8K in Q2 2024.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.