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Dowling & Yahnke’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-45
Closed -$3K – 377
2019
Q4 		$3K Buy
+45
New +$2.98K ﹤0.01% 368

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Dowling & Yahnke's VGIT Position: Q1 2020 in Review

Dowling & Yahnke sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2020, closing a stake of 45 shares — an estimated $3K sold.

Dowling & Yahnke first reported a position in VGIT in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 253 funds tracked by Wall St. Rank hold VGIT as of Q1 2020.

  • Dowling & Yahnke reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 45 Vanguard Intermediate-Term Treasury ETF shares in Q1 2020, an estimated $3K.
  • Dowling & Yahnke first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Vanguard Intermediate-Term Treasury ETF position peaked at $3K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.