Gupta Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Gupta Wealth 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
2016 Q1	$4.89M	Sell	73,810 -9,528	-11%	-$626K	1.15%	15
2015 Q4	$5.37M	Sell	83,338 -26,981	-24%	-$1.75M	1.37%	12
2015 Q3	$7.23M	Sell	110,319 -5,852	-5%	-$379K	1.76%	12
2015 Q2	$7.49M	Buy	116,171 +13,278	+13%	+$861K	1.84%	10
2015 Q1	$6.73M	Buy	+102,893	New	+$6.7M	1.98%	7

Other funds holding VGIT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NIA

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gupta Wealth Management's VGIT Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2016, selling an estimated $626K and leaving 73,810 shares worth $4.89M. The position accounts for 1.15% of the portfolio, ranked #15.

Gupta Wealth Management first reported a position in VGIT in Q1 2015 and has held it in 5 quarters since. The position peaked at $7.49M in Q2 2015. 64 funds tracked by Wall St. Rank hold VGIT as of Q1 2016.

Gupta Wealth Management held 73,810 shares of Vanguard Intermediate-Term Treasury ETF worth $4.89M as of Q1 2016.
Gupta Wealth Management sold 9,528 Vanguard Intermediate-Term Treasury ETF shares in Q1 2016, an estimated $626K.
Vanguard Intermediate-Term Treasury ETF made up 1.15% of Gupta Wealth Management's portfolio in Q1 2016, its #15 holding.
Gupta Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $7.49M in Q2 2015.
64 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.