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

Source 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 		$238K Sell
3,942
-200
-5% -$11.9K 0.07% 108
2024
Q2 		$241K Sell
4,142
-152
-4% -$8.79K 0.07% 102
2024
Q1 		$251K Sell
4,294
-2,734
-39% -$160K 0.08% 102
2023
Q4 		$417K Sell
7,028
-189
-3% -$10.9K 0.13% 84
2023
Q3 		$412K Sell
7,217
-2,051
-22% -$119K 0.14% 84
2023
Q2 		$544K Sell
9,268
-5,996
-39% -$357K 0.18% 76
2023
Q1 		$915K Sell
15,264
-200
-1% -$11.8K 0.31% 53
2022
Q4 		$904K Sell
15,464
-151
-1% -$8.83K 0.34% 54
2022
Q3 		$911K Sell
15,615
-1,706
-10% -$103K 0.36% 51
2022
Q2 		$1.06M Sell
17,321
-327
-2% -$20K 0.42% 51
2022
Q1 		$1.11M Sell
17,648
-870
-5% -$56.3K 0.33% 49
2021
Q4 		$1.23M Sell
18,518
-694
-4% -$46.5K 0.33% 51
2021
Q3 		$1.3M Buy
19,212
+199
+1% +$13.6K 0.34% 47
2021
Q2 		$1.29M Sell
19,013
-2,012
-10% -$136K 0.33% 46
2021
Q1 		$1.41M Buy
21,025
+459
+2% +$31.4K 0.38% 40
2020
Q4 		$1.43M Buy
+20,566
New +$1.44M 0.39% 41

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Source Financial Advisors reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.8% in Q3 2024, selling an estimated $11.9K and leaving 3,942 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #108.

Source Financial Advisors first reported a position in VGIT in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2020. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • Source Financial Advisors held 3,942 shares of Vanguard Intermediate-Term Treasury ETF worth $238K as of Q3 2024.
  • Source Financial Advisors sold 200 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $11.9K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #108 holding.
  • Source Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.43M in Q4 2020.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.