Carroll Financial Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carroll Financial Associates’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	$6K	Hold	91	–	–	﹤0.01%	1309
2021 Q3	$6K	Hold	91	–	–	﹤0.01%	1352
2021 Q2	$6K	Hold	91	–	–	﹤0.01%	1411
2021 Q1	$6K	Hold	91	–	–	﹤0.01%	1345
2020 Q4	$6K	Hold	91	–	–	﹤0.01%	1238
2020 Q3	$6K	Hold	91	–	–	﹤0.01%	1167
2020 Q2	$6K	Hold	91	–	–	﹤0.01%	1170
2020 Q1	$6K	Buy	+91	New	+$6.17K	﹤0.01%	1096
2019 Q1	–	Sell	-700	Closed	-$44K	–	1517
2018 Q4	$44K	Hold	700	–	–	﹤0.01%	512
2018 Q3	$43K	Sell	700 -470	-40%	-$29.3K	﹤0.01%	538
2018 Q2	$73K	Hold	1,170	–	–	0.01%	441
2018 Q1	$73K	Hold	1,170	–	–	0.01%	433
2017 Q4	$74K	Buy	+1,170	New	+$75.2K	0.01%	422

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 $374B AUM 17.66% 1-Year Est. Return

Carroll Financial Associates's VGIT Position: Q4 2021 in Review

Carroll Financial Associates held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q4 2021 at 91 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Carroll Financial Associates first reported a position in VGIT in Q4 2017 and has held it in 13 quarters since. The position peaked at $74K in Q4 2017. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Carroll Financial Associates held 91 shares of Vanguard Intermediate-Term Treasury ETF worth $6K as of Q4 2021.
Carroll Financial Associates left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q4 2021.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1309 holding.
Carroll Financial Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 13 quarters since.
Carroll Financial Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $74K in Q4 2017.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.