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

Fortis 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
2021
Q2 		– Sell
-1,455
Closed -$98K – 278
2021
Q1 		$98K Buy
+1,455
New +$99.5K 0.07% 104

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Fortis Advisors's VGIT Position: Q2 2021 in Review

Fortis Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 1,455 shares — an estimated $98K sold.

Fortis Advisors first reported a position in VGIT in Q1 2021 and held it in 1 quarter. The position peaked at $98K in Q1 2021. 359 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

  • Fortis Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Fortis Advisors sold 1,455 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021, an estimated $98K.
  • Fortis Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Fortis Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $98K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.