Diversified Portfolios Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Diversified Portfolios Inc’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 Q2	–	Sell	-12,000	Closed	-$807K	–	119
2021 Q1	$807K	Hold	12,000	–	–	0.27%	43
2020 Q4	$833K	Buy	+12,000	New	+$839K	0.3%	37

Other funds holding VGIT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Diversified Portfolios Inc's VGIT Position: Q2 2021 in Review

Diversified Portfolios Inc sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 12,000 shares — an estimated $807K sold.

Diversified Portfolios Inc first reported a position in VGIT in Q4 2020 and held it in 2 quarters. The position peaked at $833K in Q4 2020. 359 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

Diversified Portfolios Inc reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Diversified Portfolios Inc sold 12,000 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021, an estimated $807K.
Diversified Portfolios Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 2 quarters.
Diversified Portfolios Inc's Vanguard Intermediate-Term Treasury ETF position peaked at $833K in Q4 2020.
359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on Diversified Portfolios Inc's 13F filing for Q2 2021, filed 3 Aug 2021.