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Demars Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Demars Financial 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
2022
Q2 		– Sell
-14,115
Closed -$888K – 92
2022
Q1 		$888K Sell
14,115
-8,471
-38% -$548K 0.45% 44
2021
Q4 		$1.5M Sell
22,586
-56,540
-71% -$3.79M 0.79% 37
2021
Q3 		$5.34M Sell
79,126
-85,490
-52% -$5.83M 3.15% 6
2021
Q2 		$11.2M Buy
164,616
+7,850
+5% +$531K 6.72% 3
2021
Q1 		$10.5M Sell
156,766
-18,402
-11% -$1.26M 7.09% 1
2020
Q4 		$12.2M Buy
+175,168
New +$12.3M 8.61% 1

Other funds holding VGIT

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $1.37T AUM 24.88% 1-Year Est. Return