Barrett Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Barrett Asset 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	–	Sell	-1,540	Closed	-$104K	–	663
2021 Q3	$104K	Buy	1,540 +765	+99%	+$52.2K	﹤0.01%	252
2021 Q2	$53K	Hold	775	–	–	﹤0.01%	303
2021 Q1	$52K	Hold	775	–	–	﹤0.01%	299
2020 Q4	$54K	Buy	775 +500	+182%	+$35K	﹤0.01%	264
2020 Q3	$19K	Buy	275 +245	+817%	+$17.3K	﹤0.01%	309
2020 Q2	$2K	Buy	+30	New	+$2.11K	﹤0.01%	384

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 $424B AUM 22.94% 1-Year Est. Return

Barrett Asset Management's VGIT Position: Q4 2021 in Review

Barrett Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 1,540 shares — an estimated $104K sold.

Barrett Asset Management first reported a position in VGIT in Q2 2020 and held it in 6 quarters. The position peaked at $104K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Barrett Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 1,540 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $104K.
Barrett Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and held it in 6 quarters.
Barrett Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $104K in Q3 2021.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

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