Beam Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Beam Wealth Advisors’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	-3,213	Closed	-$216K	–	148
2021 Q1	$216K	Sell	3,213 -526	-14%	-$36K	0.19%	123
2020 Q4	$260K	Buy	3,739 +466	+14%	+$32.6K	0.25%	96
2020 Q3	$231K	Sell	3,273 -1,358	-29%	-$95.8K	0.22%	110
2020 Q2	$326K	Sell	4,631 -593	-11%	-$41.7K	0.33%	93
2020 Q1	$369K	Buy	5,224 +7	+0.1%	+$475	0.37%	90
2019 Q4	$344K	Buy	+5,217	New	+$346K	0.32%	99

Other funds holding VGIT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BSW

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

TAIM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Beam Wealth Advisors's VGIT Position: Q2 2021 in Review

Beam Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 3,213 shares — an estimated $216K sold.

Beam Wealth Advisors first reported a position in VGIT in Q4 2019 and held it in 6 quarters. The position peaked at $369K in Q1 2020. 359 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

Beam Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Beam Wealth Advisors sold 3,213 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021, an estimated $216K.
Beam Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 6 quarters.
Beam Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $369K in Q1 2020.
359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on Beam Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.