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

Element Pointe 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
2020 Q3	–	Sell	-2,945	Closed	-$207K	–	113
2020 Q2	$207K	Sell	2,945 -15,995	-84%	-$1.13M	0.11%	89
2020 Q1	$1.34M	Sell	18,940 -3,525	-16%	-$239K	0.81%	16
2019 Q4	$1.48M	Sell	22,465 -1,280	-5%	-$84.9K	0.78%	20
2019 Q3	$1.58M	Buy	23,745 +2,010	+9%	+$133K	0.92%	18
2019 Q2	$1.43M	Buy	+21,735	New	+$1.41M	0.81%	20
2019 Q1	–	Sell	-21,555	Closed	-$1.37M	–	98
2018 Q4	$1.37M	Buy	+21,555	New	+$1.34M	0.86%	19

Other funds holding VGIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return