Bell Rock Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bell Rock Capital’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
2019 Q3	–	Sell	-39	Closed	-$3K	–	385
2019 Q2	$3K	Hold	39	–	–	﹤0.01%	333
2019 Q1	$3K	Sell	39 -27	-41%	-$1.72K	﹤0.01%	372
2018 Q4	$4K	Sell	66 -734	-92%	-$45.7K	﹤0.01%	383
2018 Q3	$50K	Buy	800 +4	+0.5%	+$250	0.02%	250
2018 Q2	$50K	Buy	796 +4	+0.5%	+$250	0.03%	256
2018 Q1	$50K	Buy	792 +3	+0.4%	+$189	0.03%	254
2017 Q4	$50K	Buy	789 +13	+2%	+$836	0.03%	247
2017 Q3	$50K	Buy	+776	New	+$50.4K	0.03%	241

Other funds holding VGIT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

TAIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bell Rock Capital's VGIT Position: Q3 2019 in Review

Bell Rock Capital sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2019, closing a stake of 39 shares — an estimated $3K sold.

Bell Rock Capital first reported a position in VGIT in Q3 2017 and held it in 8 quarters. The position peaked at $50K in Q3 2018. 209 funds tracked by Wall St. Rank hold VGIT as of Q3 2019.

Bell Rock Capital reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
Bell Rock Capital sold 39 Vanguard Intermediate-Term Treasury ETF shares in Q3 2019, an estimated $3K.
Bell Rock Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and held it in 8 quarters.
Bell Rock Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $50K in Q3 2018.
209 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2019.

Based on Bell Rock Capital's 13F filing for Q3 2019, filed 7 Nov 2019.