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

Acorn Wealth 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
2018
Q2 		– Sell
-45
Closed -$3K – 782
2018
Q1 		$3K Buy
+45
New +$2.83K ﹤0.01% 695

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VA
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RIG
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorn Wealth Advisors's VGIT Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2018, closing a stake of 45 shares — an estimated $3K sold.

Acorn Wealth Advisors first reported a position in VGIT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 143 funds tracked by Wall St. Rank hold VGIT as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 45 Vanguard Intermediate-Term Treasury ETF shares in Q2 2018, an estimated $3K.
  • Acorn Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $3K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.