UBP Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

UBP Investment 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
2022 Q3	$250K	Hold	4,351	–	–	0.13%	79
2022 Q2	$270K	Hold	4,351	–	–	0.11%	96
2022 Q1	$270K	Hold	4,351	–	–	0.1%	91
2021 Q4	$290K	Hold	4,351	–	–	0.11%	90
2021 Q3	$290K	Buy	4,351 +155	+4%	+$10.6K	0.11%	91
2021 Q2	$280K	Hold	4,196	–	–	0.1%	98
2021 Q1	$280K	Buy	4,196 +839	+25%	+$57.4K	0.11%	95
2020 Q4	$233K	Buy	+3,357	New	+$235K	0.12%	68

Other funds holding VGIT

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

BSW

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

MERSOM

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBP Investment Advisors's VGIT Position: Q3 2022 in Review

UBP Investment Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2022 at 4,351 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #79.

UBP Investment Advisors first reported a position in VGIT in Q4 2020 and has held it in 8 quarters since. The position peaked at $290K in Q4 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

UBP Investment Advisors held 4,351 shares of Vanguard Intermediate-Term Treasury ETF worth $250K as of Q3 2022.
UBP Investment Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2022.
Vanguard Intermediate-Term Treasury ETF made up 0.13% of UBP Investment Advisors's portfolio in Q3 2022, its #79 holding.
UBP Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 8 quarters since.
UBP Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $290K in Q4 2021.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.