Altavista Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Altavista Wealth Management’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 Q4	$1.19M	Buy	17,850 +2,700	+18%	+$181K	0.24%	72
2021 Q3	$1.02M	Sell	15,150 -10,900	-42%	-$743K	0.23%	77
2021 Q2	$1.77M	Sell	26,050 -3,470	-12%	-$235K	0.39%	50
2021 Q1	$1.99M	Sell	29,520 -2,900	-9%	-$198K	0.48%	46
2020 Q4	$2.25M	Buy	32,420 +1,300	+4%	+$90.9K	0.57%	43
2020 Q3	$2.19M	Sell	31,120 -50	-0.2%	-$3.53K	0.6%	39
2020 Q2	$2.2M	Sell	31,170 -700	-2%	-$49.3K	0.64%	41
2020 Q1	$2.25M	Buy	+31,870	New	+$2.16M	0.77%	33

Other funds holding VGIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altavista Wealth Management's VGIT Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q4 2021, buying an estimated $181K and bringing the position to 17,850 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #72.

Altavista Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.25M in Q4 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Altavista Wealth Management held 17,850 shares of Vanguard Intermediate-Term Treasury ETF worth $1.19M as of Q4 2021.
Altavista Wealth Management bought 2,700 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $181K.
Vanguard Intermediate-Term Treasury ETF made up 0.24% of Altavista Wealth Management's portfolio in Q4 2021, its #72 holding.
Altavista Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 8 quarters since.
Altavista Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.25M in Q4 2020.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.