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Triad Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Triad Wealth Partners’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 		– Sell
-862
Closed -$50.2K – 892
2024
Q2 		$50.2K Buy
+862
New +$49.8K 0.03% 230

Other funds holding VGIT

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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

Triad Wealth Partners's VGIT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 862 shares — an estimated $50.2K sold.

Triad Wealth Partners first reported a position in VGIT in Q2 2024 and held it in 1 quarter. The position peaked at $50.2K in Q2 2024. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 862 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $50.2K.
  • Triad Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $50.2K in Q2 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.