WW
VGIT icon

Waterfront Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Waterfront Wealth’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
Q4 		– Sell
-43,912
Closed -$2.48M – 253
2023
Q3 		$2.48M Sell
43,912
-97,723
-69% -$5.67M 0.81% 26
2023
Q2 		$8.28M Buy
141,635
+34,600
+32% +$2.06M 2.46% 4
2023
Q1 		$6.42M Buy
107,035
+11,313
+12% +$670K 2.1% 6
2022
Q4 		$5.72M Sell
95,722
-10,511
-10% -$614K 1.97% 6
2022
Q3 		$6.18M Buy
106,233
+46,384
+78% +$2.81M 2.35% 6
2022
Q2 		$3.66M Buy
59,849
+19,949
+50% +$1.22M 1.48% 13
2022
Q1 		$2.46M Buy
39,900
+26,679
+202% +$1.73M 0.87% 25
2021
Q4 		$879K Buy
+13,221
New +$886K 0.35% 77

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return