Global Financial Private Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Global Financial Private Capital’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 Q2	$248K	Sell	3,513 -934	-21%	-$65.8K	0.02%	224
2020 Q1	$314K	Sell	4,447 -376	-8%	-$25.5K	0.02%	214
2019 Q4	$318K	Sell	4,823 -1,768	-27%	-$117K	0.02%	230
2019 Q3	$439K	Sell	6,591 -10,143	-61%	-$673K	0.02%	219
2019 Q2	$1.1M	Buy	+16,734	New	+$1.08M	0.05%	206
2017 Q2	–	Sell	-3,778	Closed	-$243K	–	240
2017 Q1	$243K	Buy	+3,778	New	+$242K	0.01%	200

Other funds holding VGIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Capital's VGIT Position: Q2 2020 in Review

Global Financial Private Capital reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 21% in Q2 2020, selling an estimated $65.8K and leaving 3,513 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #224.

Global Financial Private Capital first reported a position in VGIT in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2019. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

Global Financial Private Capital held 3,513 shares of Vanguard Intermediate-Term Treasury ETF worth $248K as of Q2 2020.
Global Financial Private Capital sold 934 Vanguard Intermediate-Term Treasury ETF shares in Q2 2020, an estimated $65.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Global Financial Private Capital's portfolio in Q2 2020, its #224 holding.
Global Financial Private Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 6 quarters since.
Global Financial Private Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $1.1M in Q2 2019.
276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.