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Compton Wealth Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Compton Wealth Advisory 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
2019
Q1 		– Sell
-7,563
Closed -$480K – 72
2018
Q4 		$480K Buy
+7,563
New +$471K 0.25% 51

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SCM
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CSIA
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Franklin Resources
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CIA
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Wells Fargo
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Compton Wealth Advisory Group's VGIT Position: Q1 2019 in Review

Compton Wealth Advisory Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2019, closing a stake of 7,563 shares — an estimated $480K sold.

Compton Wealth Advisory Group first reported a position in VGIT in Q4 2018 and held it in 1 quarter. The position peaked at $480K in Q4 2018. 196 funds tracked by Wall St. Rank hold VGIT as of Q1 2019.

  • Compton Wealth Advisory Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 7,563 Vanguard Intermediate-Term Treasury ETF shares in Q1 2019, an estimated $480K.
  • Compton Wealth Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Compton Wealth Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $480K in Q4 2018.
  • 196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2019.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2019, filed 9 May 2019.