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Eagle Ridge Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Eagle Ridge Investment Management’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
Q4 		– Sell
-3,001
Closed -$212K – 145
2020
Q3 		$212K Buy
+3,001
New +$212K 0.03% 135

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Bank of America
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Mitsubishi UFJ Asset Management
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Ameriprise
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BSW
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eagle Ridge Investment Management's VGIT Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2020, closing a stake of 3,001 shares — an estimated $212K sold.

Eagle Ridge Investment Management first reported a position in VGIT in Q3 2020 and held it in 1 quarter. The position peaked at $212K in Q3 2020. 341 funds tracked by Wall St. Rank hold VGIT as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,001 Vanguard Intermediate-Term Treasury ETF shares in Q4 2020, an estimated $212K.
  • Eagle Ridge Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $212K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.