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Catamount Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Catamount Wealth 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
2015
Q3 		– Sell
-16
Closed -$1K – 200
2015
Q2 		$1K Hold
16
– – ﹤0.01% 192
2015
Q1 		$1K Buy
+16
New +$1.04K ﹤0.01% 161

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AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Catamount Wealth Management's VGIT Position: Q3 2015 in Review

Catamount Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2015, closing a stake of 16 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in VGIT in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 53 funds tracked by Wall St. Rank hold VGIT as of Q3 2015.

  • Catamount Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 16 Vanguard Intermediate-Term Treasury ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.