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Cypress Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-4,713
Closed -$333K – 286
2020
Q1 		$333K Sell
4,713
-250
-5% -$17K 0.1% 169
2019
Q4 		$327K Buy
4,963
+8
+0.2% +$531 0.08% 185
2019
Q3 		$330K Buy
4,955
+1
+0% +$66 0.09% 178
2019
Q2 		$327K Sell
4,954
-355
-7% -$23K 0.09% 178
2019
Q1 		$342K Buy
+5,309
New +$338K 0.11% 165

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cypress Wealth Services's VGIT Position: Q2 2020 in Review

Cypress Wealth Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2020, closing a stake of 4,713 shares — an estimated $333K sold.

Cypress Wealth Services first reported a position in VGIT in Q1 2019 and held it in 5 quarters. The position peaked at $342K in Q1 2019. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

  • Cypress Wealth Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 4,713 Vanguard Intermediate-Term Treasury ETF shares in Q2 2020, an estimated $333K.
  • Cypress Wealth Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and held it in 5 quarters.
  • Cypress Wealth Services's Vanguard Intermediate-Term Treasury ETF position peaked at $342K in Q1 2019.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

Based on Cypress Wealth Services's 13F filing for Q2 2020, filed 15 Jul 2020.