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	–	112
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 $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TAIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Element Pointe Advisors's VGIT Position: Q3 2020 in Review

Element Pointe Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2020, closing a stake of 2,945 shares — an estimated $207K sold.

Element Pointe Advisors first reported a position in VGIT in Q4 2018 and held it in 6 quarters. The position peaked at $1.58M in Q3 2019. 303 funds tracked by Wall St. Rank hold VGIT as of Q3 2020.

Element Pointe Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
Element Pointe Advisors sold 2,945 Vanguard Intermediate-Term Treasury ETF shares in Q3 2020, an estimated $207K.
Element Pointe Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 6 quarters.
Element Pointe Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.58M in Q3 2019.
303 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2020.

Based on Element Pointe Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.