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Financial Advocates Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Financial Advocates 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
2021
Q4 		– Sell
-6,144
Closed -$625K – 816
2021
Q3 		$625K Buy
+6,144
New +$419K 0.04% 427

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BSW
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Creative Planning
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Thrivent Financial for Lutherans
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TAIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's VGIT Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 6,144 shares — an estimated $625K sold.

Financial Advocates Investment Management first reported a position in VGIT in Q3 2021 and held it in 1 quarter. The position peaked at $625K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,144 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $625K.
  • Financial Advocates Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $625K in Q3 2021.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.