Colton Groome Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Colton Groome Financial 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
2020 Q4	–	Sell	-4,416	Closed	-$311K	–	64
2020 Q3	$311K	Sell	4,416 -55	-1%	-$3.88K	0.22%	49
2020 Q2	$316K	Buy	4,471 +39	+0.9%	+$2.75K	0.23%	50
2020 Q1	$313K	Sell	4,432 -200	-4%	-$13.6K	0.26%	51
2019 Q4	$305K	Sell	4,632 -283	-6%	-$18.8K	0.22%	55
2019 Q3	$324K	Buy	4,915 +40	+0.8%	+$2.66K	0.24%	54
2019 Q2	$322K	Buy	+4,875	New	+$316K	0.26%	42

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BSW

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Colton Groome Financial Advisors's VGIT Position: Q4 2020 in Review

Colton Groome Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2020, closing a stake of 4,416 shares — an estimated $311K sold.

Colton Groome Financial Advisors first reported a position in VGIT in Q2 2019 and held it in 6 quarters. The position peaked at $324K in Q3 2019. 341 funds tracked by Wall St. Rank hold VGIT as of Q4 2020.

Colton Groome Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Colton Groome Financial Advisors sold 4,416 Vanguard Intermediate-Term Treasury ETF shares in Q4 2020, an estimated $311K.
Colton Groome Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and held it in 6 quarters.
Colton Groome Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $324K in Q3 2019.
341 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.