Simon Quick Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Simon Quick 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
2023 Q1	–	Sell	-13,121	Closed	-$767K	–	293
2022 Q4	$767K	Buy	13,121 +1	+0%	+$58	0.09%	103
2022 Q3	$765K	Buy	+13,120	New	+$795K	0.11%	90
2022 Q2	–	Sell	-174	Closed	-$11K	–	390
2022 Q1	$11K	Buy	174 +1	+0.6%	+$65	﹤0.01%	297
2021 Q4	$12K	Buy	173 +2	+1%	+$134	﹤0.01%	307
2021 Q3	$11K	Hold	171	–	–	﹤0.01%	350
2021 Q2	$11K	Buy	+171	New	+$11.6K	﹤0.01%	373

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Simon Quick Advisors's VGIT Position: Q1 2023 in Review

Simon Quick Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 13,121 shares — an estimated $767K sold.

Simon Quick Advisors first reported a position in VGIT in Q2 2021 and held it in 6 quarters. The position peaked at $767K in Q4 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Simon Quick Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Simon Quick Advisors sold 13,121 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $767K.
Simon Quick Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 6 quarters.
Simon Quick Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $767K in Q4 2022.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Simon Quick Advisors's 13F filing for Q1 2023, filed 15 May 2023.