Union Savings Bank’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Union Savings Bank’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	-1,070	Closed	-$64.6K	–	299
2024 Q3	$64.6K	Hold	1,070	–	–	0.03%	207
2024 Q2	$62.3K	Hold	1,070	–	–	0.03%	204
2024 Q1	$62.6K	Sell	1,070 -26	-2%	-$1.52K	0.03%	206
2023 Q4	$65K	Hold	1,096	–	–	0.04%	201
2023 Q3	$62.6K	Sell	1,096 -138	-11%	-$8K	0.04%	198
2023 Q2	$72.2K	Buy	+1,234	New	+$73.6K	0.04%	193

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Union Savings Bank's VGIT Position: Q4 2024 in Review

Union Savings Bank sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 1,070 shares — an estimated $64.6K sold.

Union Savings Bank first reported a position in VGIT in Q2 2023 and held it in 6 quarters. The position peaked at $72.2K in Q2 2023. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Union Savings Bank reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Union Savings Bank sold 1,070 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $64.6K.
Union Savings Bank first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Union Savings Bank's Vanguard Intermediate-Term Treasury ETF position peaked at $72.2K in Q2 2023.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.