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TruNorth Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

TruNorth Capital 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
2024
Q4 		– Sell
-6,400
Closed -$387K – 418
2024
Q3 		$387K Buy
+6,400
New +$382K 0.11% 46

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Empower Advisory Group
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TruNorth Capital Management's VGIT Position: Q4 2024 in Review

TruNorth Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 6,400 shares — an estimated $387K sold.

TruNorth Capital Management first reported a position in VGIT in Q3 2024 and held it in 1 quarter. The position peaked at $387K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • TruNorth Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 6,400 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $387K.
  • TruNorth Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $387K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on TruNorth Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.