Taylor Hoffman Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Taylor Hoffman Wealth Management’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 Q4	–	Sell	-6,013	Closed	-$351K	–	129
2022 Q3	$351K	Sell	6,013 -141	-2%	-$8.55K	0.18%	98
2022 Q2	$379K	Buy	6,154 +478	+8%	+$29.3K	0.19%	96
2022 Q1	$357K	Buy	5,676 +568	+11%	+$36.7K	0.14%	107
2021 Q4	$340K	Sell	5,108 -125	-2%	-$8.38K	0.13%	111
2021 Q3	$354K	Buy	5,233 +1,683	+47%	+$115K	0.15%	105
2021 Q2	$241K	Buy	+3,550	New	+$240K	0.1%	121

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Taylor Hoffman Wealth Management's VGIT Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 6,013 shares — an estimated $351K sold.

Taylor Hoffman Wealth Management first reported a position in VGIT in Q2 2021 and held it in 6 quarters. The position peaked at $379K in Q2 2022. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Taylor Hoffman Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 6,013 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $351K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $379K in Q2 2022.
494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.