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

VitalStone Financial’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
Q3 		– Sell
-166
Closed -$10K – 654
2023
Q2 		$10K Sell
166
-13,465
-99% -$803K 0.01% 648
2023
Q1 		$906K Buy
+13,631
New +$807K 0.75% 37

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

VitalStone Financial's VGIT Position: Q3 2023 in Review

VitalStone Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 166 shares — an estimated $10K sold.

VitalStone Financial first reported a position in VGIT in Q1 2023 and held it in 2 quarters. The position peaked at $906K in Q1 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • VitalStone Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 166 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $10K.
  • VitalStone Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • VitalStone Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $906K in Q1 2023.
  • 570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.