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

WR Wealth Planners’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 Q4	$22.6K	Sell	390 -590	-60%	-$34.7K	0.01%	440
2024 Q3	$59.2K	Hold	980	–	–	0.02%	322
2024 Q2	$57K	Hold	980	–	–	0.02%	313
2024 Q1	$57.4K	Sell	980 -40,541	-98%	-$2.38M	0.02%	314
2023 Q4	$2.46M	Sell	41,521 -804	-2%	-$46.3K	0.92%	27
2023 Q3	$2.42M	Buy	42,325 +1,338	+3%	+$77.6K	0.92%	25
2023 Q2	$2.4M	Buy	40,987 +1,013	+3%	+$60.4K	0.93%	24
2023 Q1	$2.4M	Buy	+39,974	New	+$2.37M	1.04%	20

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WR Wealth Planners's VGIT Position: Q4 2024 in Review

WR Wealth Planners reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 60% in Q4 2024, selling an estimated $34.7K and leaving 390 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #440.

WR Wealth Planners first reported a position in VGIT in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.46M in Q4 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

WR Wealth Planners held 390 shares of Vanguard Intermediate-Term Treasury ETF worth $22.6K as of Q4 2024.
WR Wealth Planners sold 590 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $34.7K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #440 holding.
WR Wealth Planners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Vanguard Intermediate-Term Treasury ETF position peaked at $2.46M in Q4 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.