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

Goelzer 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
2019 Q4	–	Sell	-3,325	Closed	-$222K	–	258
2019 Q3	$222K	Sell	3,325 -524	-14%	-$34.8K	0.02%	242
2019 Q2	$254K	Sell	3,849 -1,365	-26%	-$88.4K	0.02%	238
2019 Q1	$336K	Hold	5,214	–	–	0.03%	228
2018 Q4	$331K	Sell	5,214 -321	-6%	-$20K	0.04%	179
2018 Q3	$344K	Sell	5,535 -880	-14%	-$54.9K	0.04%	182
2018 Q2	$402K	Sell	6,415 -751	-10%	-$46.9K	0.05%	174
2018 Q1	$451K	Sell	7,166 -6,790	-49%	-$427K	0.05%	171
2017 Q4	$892K	Sell	13,956 -362	-3%	-$23.3K	0.1%	152
2017 Q3	$926K	Buy	14,318 +292	+2%	+$19K	0.11%	146
2017 Q2	$907K	Buy	+14,026	New	+$908K	0.11%	145

Other funds holding VGIT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RIG

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

TAIM

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goelzer Investment Management's VGIT Position: Q4 2019 in Review

Goelzer Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2019, closing a stake of 3,325 shares — an estimated $222K sold.

Goelzer Investment Management first reported a position in VGIT in Q2 2017 and held it in 10 quarters. The position peaked at $926K in Q3 2017. 233 funds tracked by Wall St. Rank hold VGIT as of Q4 2019.

Goelzer Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
Goelzer Investment Management sold 3,325 Vanguard Intermediate-Term Treasury ETF shares in Q4 2019, an estimated $222K.
Goelzer Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and held it in 10 quarters.
Goelzer Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $926K in Q3 2017.
233 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2019.

Based on Goelzer Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.