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Trust Company of Oklahoma’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Trust Company of Oklahoma’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
Q1 		– Sell
-3,860
Closed -$229K – 148
2023
Q4 		$229K Hold
3,860
– – 0.09% 132
2023
Q3 		$221K Buy
+3,860
New +$224K 0.09% 135

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Trust Company of Oklahoma's VGIT Position: Q1 2024 in Review

Trust Company of Oklahoma sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 3,860 shares — an estimated $229K sold.

Trust Company of Oklahoma first reported a position in VGIT in Q3 2023 and held it in 2 quarters. The position peaked at $229K in Q4 2023. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Trust Company of Oklahoma reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Trust Company of Oklahoma sold 3,860 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $229K.
  • Trust Company of Oklahoma first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Trust Company of Oklahoma's Vanguard Intermediate-Term Treasury ETF position peaked at $229K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Trust Company of Oklahoma's 13F filing for Q1 2024, filed 19 Apr 2024.