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

Concert 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
2016
Q4 		– Sell
-868
Closed -$58K – 908
2016
Q3 		$58K Buy
+868
New +$57.9K 0.01% 803

Other funds holding VGIT

RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Concert Wealth Management's VGIT Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2016, closing a stake of 868 shares — an estimated $58K sold.

Concert Wealth Management first reported a position in VGIT in Q3 2016 and held it in 1 quarter. The position peaked at $58K in Q3 2016. 81 funds tracked by Wall St. Rank hold VGIT as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 868 Vanguard Intermediate-Term Treasury ETF shares in Q4 2016, an estimated $58K.
  • Concert Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $58K in Q3 2016.
  • 81 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.