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TCI Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

TCI Wealth 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
Q2 		– Sell
-647
Closed -$38.8K – 2160
2023
Q1 		$38.8K Hold
647
– – 0.01% 493
2022
Q4 		$37.8K Buy
+647
New +$37.8K 0.01% 481

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

TCI Wealth Advisors's VGIT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2023, closing a stake of 647 shares — an estimated $38.8K sold.

TCI Wealth Advisors first reported a position in VGIT in Q4 2022 and held it in 2 quarters. The position peaked at $38.8K in Q1 2023. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 647 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $38.8K.
  • TCI Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $38.8K in Q1 2023.
  • 555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.