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VGIT icon

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

AdvicePeriod’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
2021
Q2 		– Sell
-7,160
Closed -$481K – 87
2021
Q1 		$481K Buy
7,160
+1,454
+25% +$99.4K 0.03% 71
2020
Q4 		$396K Buy
5,706
+2,702
+90% +$189K 0.03% 72
2020
Q3 		$212K Buy
+3,004
New +$212K 0.02% 80

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

AdvicePeriod's VGIT Position: Q2 2021 in Review

AdvicePeriod sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 7,160 shares — an estimated $481K sold.

AdvicePeriod first reported a position in VGIT in Q3 2020 and held it in 3 quarters. The position peaked at $481K in Q1 2021. 358 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

  • AdvicePeriod reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • AdvicePeriod sold 7,160 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021, an estimated $481K.
  • AdvicePeriod first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 3 quarters.
  • AdvicePeriod's Vanguard Intermediate-Term Treasury ETF position peaked at $481K in Q1 2021.
  • 358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.