Greenline Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Greenline Partners’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 Q4	–	Sell	-3,020	Closed	-$204K	–	137
2021 Q3	$204K	Hold	3,020	–	–	0.04%	110
2021 Q2	$205K	Hold	3,020	–	–	0.04%	114
2021 Q1	$203K	Hold	3,020	–	–	0.04%	107
2020 Q4	$210K	Buy	3,020 +2,028	+204%	+$142K	0.05%	110
2020 Q3	$213K	Sell	992 -2,028	-67%	-$143K	0.05%	91
2020 Q2	$213K	Hold	3,020	–	–	0.06%	93
2020 Q1	$213K	Sell	3,020 -852	-22%	-$57.8K	0.07%	91
2019 Q4	$255K	Buy	+3,872	New	+$257K	0.06%	81

Other funds holding VGIT

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

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

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

BSW

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

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

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

TAIM

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

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

MIS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenline Partners's VGIT Position: Q4 2021 in Review

Greenline Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 3,020 shares — an estimated $204K sold.

Greenline Partners first reported a position in VGIT in Q4 2019 and held it in 8 quarters. The position peaked at $255K in Q4 2019. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Greenline Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Greenline Partners sold 3,020 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $204K.
Greenline Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 8 quarters.
Greenline Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $255K in Q4 2019.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Greenline Partners's 13F filing for Q4 2021, filed 15 Feb 2022.