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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return