THWM
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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return