Fulcrum Equity Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Fulcrum Equity 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
2022 Q1	–	Sell	-62,329	Closed	-$4.14M	–	190
2021 Q4	$4.14M	Buy	62,329 +39,803	+177%	+$2.67M	1.55%	18
2021 Q3	$1.52M	Buy	22,526 +17,579	+355%	+$1.2M	0.59%	49
2021 Q2	$335K	Sell	4,947 -2,902	-37%	-$196K	0.13%	131
2021 Q1	$528K	Buy	+7,849	New	+$537K	0.21%	96

Other funds holding VGIT

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

TAIM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fulcrum Equity Management's VGIT Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 62,329 shares — an estimated $4.14M sold.

Fulcrum Equity Management first reported a position in VGIT in Q1 2021 and held it in 4 quarters. The position peaked at $4.14M in Q4 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

Fulcrum Equity Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 62,329 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $4.14M.
Fulcrum Equity Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 4 quarters.
Fulcrum Equity Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.14M in Q4 2021.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.