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

Wellspring Financial 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
2024
Q1 		– Sell
-3,465
Closed -$206K – 150
2023
Q4 		$206K Buy
+3,465
New +$200K 0.05% 125
2023
Q3 		– Sell
-3,466
Closed -$203K – 127
2023
Q2 		$203K Sell
3,466
-72,653
-95% -$4.33M 0.06% 101
2023
Q1 		$4.56M Sell
76,119
-2,416
-3% -$143K 1.35% 20
2022
Q4 		$4.59M Sell
78,535
-14,331
-15% -$838K 1.53% 19
2022
Q3 		$5.42M Buy
92,866
+3,173
+4% +$192K 2% 18
2022
Q2 		$5.49M Buy
89,693
+21,694
+32% +$1.33M 1.91% 18
2022
Q1 		$4.28M Sell
67,999
-34,259
-34% -$2.22M 1.26% 19
2021
Q4 		$6.8M Sell
102,258
-2,266
-2% -$152K 1.89% 17
2021
Q3 		$7.06M Buy
104,524
+14,248
+16% +$971K 2.13% 16
2021
Q2 		$6.12M Buy
90,276
+28,155
+45% +$1.91M 1.93% 16
2021
Q1 		$4.38M Sell
62,121
-10,315
-14% -$705K 2.11% 14
2020
Q4 		$5.03M Buy
72,436
+8,559
+13% +$599K 1.76% 17
2020
Q3 		$4.5M Buy
63,877
+313
+0.5% +$22.1K 1.76% 17
2020
Q2 		$4.49M Buy
63,564
+1,443
+2% +$102K 1.85% 17
2020
Q1 		$4.38M Buy
+62,121
New +$4.21M 2.11% 14

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Wellspring Financial Advisors's VGIT Position: Q1 2024 in Review

Wellspring Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 3,465 shares — an estimated $206K sold.

Wellspring Financial Advisors first reported a position in VGIT in Q1 2020 and held it in 15 quarters. The position peaked at $7.06M in Q3 2021. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Wellspring Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 3,465 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $206K.
  • Wellspring Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 15 quarters.
  • Wellspring Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.06M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Wellspring Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.