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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return