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DCM Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

DCM Advisors’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
Q1 		– Sell
-5,056
Closed -$351K – 290
2020
Q4 		$351K Buy
+5,056
New +$354K 0.2% 131

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DCM Advisors's VGIT Position: Q1 2021 in Review

DCM Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 5,056 shares — an estimated $351K sold.

DCM Advisors first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $351K in Q4 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • DCM Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • DCM Advisors sold 5,056 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $351K.
  • DCM Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • DCM Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $351K in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on DCM Advisors's 13F filing for Q1 2021, filed 17 May 2021.