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

Ten Capital 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	$2.35M	Buy	40,159 +1,526	+4%	+$91K	0.68%	22
2023 Q1	$2.32M	Buy	38,633 +2,360	+7%	+$140K	0.75%	20
2022 Q4	$2.12M	Buy	36,273 +2,822	+8%	+$165K	0.85%	19
2022 Q3	$1.95M	Sell	33,451 -5,467	-14%	-$331K	0.89%	23
2022 Q2	$2.38M	Sell	38,918 -2,017	-5%	-$124K	1.04%	19
2022 Q1	$2.58M	Buy	40,935 +9,218	+29%	+$596K	1.08%	21
2021 Q4	$2.11M	Buy	31,717 +5,635	+22%	+$378K	0.86%	23
2021 Q3	$1.76M	Buy	26,082 +6,163	+31%	+$420K	0.82%	22
2021 Q2	$1.35M	Buy	19,919 +5,745	+41%	+$389K	0.31%	71
2021 Q1	$952K	Buy	14,174 +7,100	+100%	+$486K	0.23%	70
2020 Q4	$491K	Buy	+7,074	New	+$495K	0.14%	90

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BSW

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Ten Capital Wealth Advisors's VGIT Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.9% in Q2 2023, buying an estimated $91K and bringing the position to 40,159 shares worth $2.35M. The position accounts for 0.68% of the portfolio, ranked #22.

Ten Capital Wealth Advisors first reported a position in VGIT in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.58M in Q1 2022. 555 funds tracked by Wall St. Rank hold VGIT as of Q2 2023.

Ten Capital Wealth Advisors held 40,159 shares of Vanguard Intermediate-Term Treasury ETF worth $2.35M as of Q2 2023.
Ten Capital Wealth Advisors bought 1,526 Vanguard Intermediate-Term Treasury ETF shares in Q2 2023, an estimated $91K.
Vanguard Intermediate-Term Treasury ETF made up 0.68% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #22 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $2.58M in Q1 2022.
555 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.