Simplicity Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-78,964	Closed	-$4.63M	–	1097
2023 Q2	$4.63M	Buy	+78,964	New	+$4.71M	0.13%	155
2021 Q3	–	Sell	-4,225	Closed	-$286K	–	617
2021 Q2	$286K	Buy	4,225 +415	+11%	+$28.1K	0.06%	398
2021 Q1	$256K	Sell	3,810 -735,643	-99%	-$50.3M	0.06%	396
2020 Q4	$51.3M	Buy	739,453 +109,345	+17%	+$7.65M	0.76%	23
2020 Q3	$44.4M	Buy	630,108 +69,211	+12%	+$4.88M	0.82%	20
2020 Q2	$39.6M	Sell	560,897 -593,726	-51%	-$41.8M	0.78%	25
2020 Q1	$81.5M	Buy	1,154,623 +518,668	+82%	+$35.2M	2.51%	5
2019 Q4	$41.9M	Buy	635,955 +75,216	+13%	+$4.99M	1.28%	13
2019 Q3	$37.4M	Buy	560,739 +169,821	+43%	+$11.3M	1.52%	12
2019 Q2	$25.8M	Buy	390,918 +207,668	+113%	+$13.4M	1.1%	23
2019 Q1	$11.8M	Buy	183,250 +147,954	+419%	+$9.41M	0.71%	36
2018 Q4	$2.24M	Sell	35,296 -274,235	-89%	-$17.1M	0.29%	89
2018 Q3	$19.2M	Buy	309,531 +80,038	+35%	+$5M	1.1%	22
2018 Q2	$14.4M	Sell	229,493 -23,268	-9%	-$1.45M	1.04%	20
2018 Q1	$15.9M	Buy	252,761 +46,775	+23%	+$2.94M	1.38%	17
2017 Q4	$13.2M	Buy	+205,986	New	+$13.2M	1.28%	17
2017 Q3	–	Sell	-131,145	Closed	-$8.48M	–	375
2017 Q2	$8.48M	Buy	+131,145	New	+$8.49M	1%	16

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

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

Simplicity Solutions's VGIT Position: Q3 2023 in Review

Simplicity Solutions sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 78,964 shares — an estimated $4.63M sold.

Simplicity Solutions first reported a position in VGIT in Q2 2017 and held it in 17 quarters. The position peaked at $81.5M in Q1 2020. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Simplicity Solutions reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 78,964 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $4.63M.
Simplicity Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and held it in 17 quarters.
Simplicity Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $81.5M in Q1 2020.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.