Values First Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Values First 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 Q4	–	Sell	-12,897	Closed	-$752K	–	165
2022 Q3	$752K	Buy	12,897 +153	+1%	+$9.28K	0.54%	62
2022 Q2	$779K	Sell	12,744 -12,634	-50%	-$774K	0.55%	56
2022 Q1	$1.6M	Buy	25,378 +1,172	+5%	+$75.8K	1.01%	35
2021 Q4	$1.61M	Buy	24,206 +3,447	+17%	+$231K	0.95%	33
2021 Q3	$1.4M	Buy	20,759 +2,466	+13%	+$168K	0.91%	39
2021 Q2	$1.24M	Buy	18,293 +1,105	+6%	+$74.8K	0.84%	42
2021 Q1	$1.16M	Buy	17,188 +16	+0.1%	+$1.09K	0.85%	46
2020 Q4	$1.19M	Buy	17,172 +1,761	+11%	+$123K	0.95%	41
2020 Q3	$1.09M	Buy	15,411 +342	+2%	+$24.1K	1%	37
2020 Q2	$1.06M	Buy	15,069 +82	+0.5%	+$5.77K	1.05%	37
2020 Q1	$1.06M	Sell	14,987 -546	-4%	-$37K	1.27%	26
2019 Q4	$1.02M	Buy	+15,533	New	+$1.03M	0.99%	43

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWP

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Values First Advisors's VGIT Position: Q4 2022 in Review

Values First Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022, closing a stake of 12,897 shares — an estimated $752K sold.

Values First Advisors first reported a position in VGIT in Q4 2019 and held it in 12 quarters. The position peaked at $1.61M in Q4 2021. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Values First Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Values First Advisors sold 12,897 Vanguard Intermediate-Term Treasury ETF shares in Q4 2022, an estimated $752K.
Values First Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 12 quarters.
Values First Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.61M in Q4 2021.
494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Values First Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.