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Valley Financial Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Valley Financial 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
2023
Q1 		– Sell
-40,459
Closed -$2.37M – 51
2022
Q4 		$2.37M Buy
+40,459
New +$2.37M 1.32% 19

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Valley Financial Management's VGIT Position: Q1 2023 in Review

Valley Financial Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 40,459 shares — an estimated $2.37M sold.

Valley Financial Management first reported a position in VGIT in Q4 2022 and held it in 1 quarter. The position peaked at $2.37M in Q4 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

  • Valley Financial Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Valley Financial Management sold 40,459 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $2.37M.
  • Valley Financial Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Valley Financial Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.37M in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Valley Financial Management's 13F filing for Q1 2023, filed 15 May 2023.