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Annapolis Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Annapolis Financial Services’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
-3
Closed – – 467
2021
Q1 		$0 Buy
+3
New +$205 ﹤0.01% 451

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BSW
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TAIM
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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Annapolis Financial Services's VGIT Position: Q2 2021 in Review

Annapolis Financial Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 3 shares.

Annapolis Financial Services first reported a position in VGIT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 359 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

  • Annapolis Financial Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 3 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021.
  • Annapolis Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Annapolis Financial Services's Vanguard Intermediate-Term Treasury ETF position peaked at $0 in Q1 2021.
  • 359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.