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

Seneca 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
2022 Q2	–	Sell	-3,390	Closed	-$213K	–	47
2022 Q1	$213K	Buy	3,390 +6	+0.2%	+$388	0.13%	41
2021 Q4	$225K	Buy	+3,384	New	+$227K	0.13%	45

Other funds holding VGIT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seneca Financial Advisors's VGIT Position: Q2 2022 in Review

Seneca Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2022, closing a stake of 3,390 shares — an estimated $213K sold.

Seneca Financial Advisors first reported a position in VGIT in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

Seneca Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Seneca Financial Advisors sold 3,390 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $213K.
Seneca Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Seneca Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $225K in Q4 2021.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on Seneca Financial Advisors's 13F filing for Q2 2022, filed 27 Aug 2025.