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

Centaurus Financial’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
2022 Q1	–	Sell	-38,189	Closed	-$2.54M	–	984
2021 Q4	$2.54M	Buy	38,189 +150	+0.4%	+$10.1K	0.19%	143
2021 Q3	$2.57M	Buy	38,039 +3,029	+9%	+$207K	0.22%	114
2021 Q2	$2.37M	Buy	35,010 +618	+2%	+$41.8K	0.2%	129
2021 Q1	$2.31M	Sell	34,392 -5,917	-15%	-$405K	0.23%	115
2020 Q4	$2.8M	Buy	40,309 +13,603	+51%	+$951K	0.29%	77
2020 Q3	$1.88M	Buy	26,706 +11,599	+77%	+$818K	0.26%	96
2020 Q2	$1.07M	Buy	15,107 +2,731	+22%	+$192K	0.16%	161
2020 Q1	$873K	Buy	12,376 +3,448	+39%	+$234K	0.17%	149
2019 Q4	$588K	Buy	8,928 +477	+6%	+$31.6K	0.08%	274
2019 Q3	$563K	Buy	8,451 +2,222	+36%	+$148K	0.09%	249
2019 Q2	$411K	Buy	+6,229	New	+$403K	0.06%	302
2018 Q3	–	Sell	-2,373	Closed	-$149K	–	1976
2018 Q2	$149K	Buy	+2,373	New	+$148K	0.02%	591

Other funds holding VGIT

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

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

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

BSW

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

TAIM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Centaurus Financial's VGIT Position: Q1 2022 in Review

Centaurus Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 38,189 shares — an estimated $2.54M sold.

Centaurus Financial first reported a position in VGIT in Q2 2018 and held it in 12 quarters. The position peaked at $2.8M in Q4 2020. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

Centaurus Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Centaurus Financial sold 38,189 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $2.54M.
Centaurus Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and held it in 12 quarters.
Centaurus Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $2.8M in Q4 2020.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Centaurus Financial's 13F filing for Q1 2022, filed 13 May 2022.