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Wealthcare Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wealthcare Capital 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
2025
Q1 		– Sell
-13,737
Closed -$797K – 94
2024
Q4 		$797K Sell
13,737
-21,588
-61% -$1.27M 0.08% 40
2024
Q3 		$2.13M Sell
35,325
-1,468
-4% -$87.6K 0.21% 23
2024
Q2 		$2.14M Buy
36,793
+5,151
+16% +$298K 0.23% 22
2024
Q1 		$1.85M Buy
31,642
+13,346
+73% +$783K 0.21% 21
2023
Q4 		$1.09M Buy
18,296
+3,162
+21% +$182K 0.12% 31
2023
Q3 		$865K Buy
+15,134
New +$877K 0.11% 37
2020
Q1 		– Sell
-3
Closed – – 631
2019
Q4 		$0 Hold
3
– – ﹤0.01% 673
2019
Q3 		$0 Sell
3
-991
-100% -$65.8K ﹤0.01% 196
2019
Q2 		$66K Hold
994
– – 0.01% 87
2019
Q1 		$64K Sell
994
-644
-39% -$41K 0.01% 89
2018
Q4 		$104K Sell
1,638
-208
-11% -$12.9K 0.02% 69
2018
Q3 		$115K Sell
1,846
-250
-12% -$15.6K 0.01% 62
2018
Q2 		$131K Hold
2,096
– – 0.01% 57
2018
Q1 		$132K Sell
2,096
-249
-11% -$15.7K 0.02% 56
2017
Q4 		$150K Sell
2,345
-114
-5% -$7.33K 0.02% 52
2017
Q3 		$159K Sell
2,459
-1,046
-30% -$67.9K 0.02% 51
2017
Q2 		$227K Sell
3,505
-2,522
-42% -$163K 0.03% 42
2017
Q1 		$388K Sell
6,027
-2,392
-28% -$153K 0.04% 33
2016
Q4 		$538K Buy
8,419
+64
+0.8% +$4.16K 0.06% 28
2016
Q3 		$558K Buy
8,355
+2,854
+52% +$191K 0.06% 24
2016
Q2 		$370K Hold
5,501
– – 0.04% 28
2016
Q1 		$365K Hold
5,501
– – 0.04% 28
2015
Q4 		$354K Buy
5,501
+128
+2% +$8.3K 0.04% 34
2015
Q3 		$352K Hold
5,373
– – 0.04% 30
2015
Q2 		$346K Hold
5,373
– – 0.04% 34
2015
Q1 		$352K Hold
5,373
– – 0.04% 71
2014
Q4 		$347K Hold
5,373
– – 0.05% 29
2014
Q3 		$343K Hold
5,373
– – 0.05% 30
2014
Q2 		$344K Sell
5,373
-322
-6% -$20.5K 0.05% 29
2014
Q1 		$360K Buy
+5,695
New +$361K 0.06% 29

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Wealthcare Capital Management's VGIT Position: Q1 2025 in Review

Wealthcare Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 13,737 shares — an estimated $797K sold.

Wealthcare Capital Management first reported a position in VGIT in Q1 2014 and held it in 30 quarters. The position peaked at $2.14M in Q2 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Wealthcare Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Capital Management sold 13,737 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $797K.
  • Wealthcare Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2014 and held it in 30 quarters.
  • Wealthcare Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.14M in Q2 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Wealthcare Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.