CFSG
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Community Financial Services Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Community Financial Services Group’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 		$609K Hold
9,158
– – 0.15% 70
2021
Q3 		$619K Sell
9,158
-10,872
-54% -$741K 0.17% 65
2021
Q2 		$1.36M Sell
20,030
-1,034
-5% -$70K 0.38% 48
2021
Q1 		$1.42M Sell
21,064
-64,127
-75% -$4.39M 0.42% 48
2020
Q4 		$5.91M Sell
85,191
-229,669
-73% -$16.1M 1.86% 22
2020
Q3 		$22.2M Buy
314,860
+18,116
+6% +$1.28M 8.19% 1
2020
Q2 		$20.9M Sell
296,744
-5,482
-2% -$386K 7.96% 1
2020
Q1 		$21.3M Sell
302,226
-55,412
-15% -$3.76M 7.27% 1
2019
Q4 		$23.6M Buy
357,638
+46,478
+15% +$3.08M 6.12% 1
2019
Q3 		$20.7M Buy
+311,160
New +$20.7M 6% 1

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return