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Barnett & Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Barnett & Company’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
-526
Closed -$35K – 257
2021
Q4 		$35K Buy
526
+498
+1,779% +$33.4K 0.02% 152
2021
Q3 		$2K Buy
+28
New +$1.91K ﹤0.01% 195

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 $1.56T 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

Barnett & Company's VGIT Position: Q1 2022 in Review

Barnett & Company sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 526 shares — an estimated $35K sold.

Barnett & Company first reported a position in VGIT in Q3 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

  • Barnett & Company reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 526 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $35K.
  • Barnett & Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 2 quarters.
  • Barnett & Company's Vanguard Intermediate-Term Treasury ETF position peaked at $35K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.