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

Financial & Investment Management Group’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
2018
Q4 		$258K Sell
4,070
-975
-19% -$60.7K 0.09% 95
2018
Q3 		$313K Sell
5,045
-1,500
-23% -$93.6K 0.1% 89
2018
Q2 		$410K Sell
6,545
-5,195
-44% -$324K 0.13% 77
2018
Q1 		$739K Sell
11,740
-375
-3% -$23.6K 0.24% 64
2017
Q4 		$775K Buy
+12,115
New +$779K 0.27% 53

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Financial & Investment Management Group's VGIT Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q4 2018, selling an estimated $60.7K and leaving 4,070 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #95.

Financial & Investment Management Group first reported a position in VGIT in Q4 2017 and has held it in 5 quarters since. The position peaked at $775K in Q4 2017. 178 funds tracked by Wall St. Rank hold VGIT as of Q4 2018.

  • Financial & Investment Management Group held 4,070 shares of Vanguard Intermediate-Term Treasury ETF worth $258K as of Q4 2018.
  • Financial & Investment Management Group sold 975 Vanguard Intermediate-Term Treasury ETF shares in Q4 2018, an estimated $60.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.09% of Financial & Investment Management Group's portfolio in Q4 2018, its #95 holding.
  • Financial & Investment Management Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial & Investment Management Group's Vanguard Intermediate-Term Treasury ETF position peaked at $775K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.