AIP
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Almanack Investment Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Almanack Investment Partners’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
2022
Q1 		– Sell
-5,638
Closed -$375K – 533
2021
Q4 		$375K Buy
+5,638
New +$378K 0.03% 322
2021
Q1 		– Sell
-7,224
Closed -$501K – 471
2020
Q4 		$501K Buy
+7,224
New +$505K 0.06% 207
2019
Q4 		– Sell
-77,306
Closed -$5.15M – 228
2019
Q3 		$5.15M Sell
77,306
-23,811
-24% -$1.58M 1% 30
2019
Q2 		$6.67M Sell
101,117
-10,396
-9% -$673K 1.54% 17
2019
Q1 		$7.19M Buy
+111,513
New +$7.09M 2.03% 14

Other funds holding VGIT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return