Harfst & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Harfst & Associates’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
2017 Q4	–	Sell	-25,024	Closed	-$1.62M	–	88
2017 Q3	$1.62M	Sell	25,024 -258	-1%	-$16.7K	0.67%	14
2017 Q2	$1.63M	Sell	25,282 -4,195	-14%	-$272K	0.66%	15
2017 Q1	$1.9M	Buy	29,477 +1,658	+6%	+$106K	0.82%	16
2016 Q4	$1.78M	Buy	27,819 +1,479	+6%	+$96.2K	0.89%	15
2016 Q3	$1.76M	Buy	26,340 +1,531	+6%	+$102K	0.93%	13
2016 Q2	$1.67M	Buy	24,809 +4,536	+22%	+$301K	0.67%	38
2016 Q1	$1.34M	Buy	20,273 +7,199	+55%	+$473K	0.87%	11
2015 Q4	$842K	Sell	13,074 -373	-3%	-$24.2K	0.34%	61
2015 Q3	$881K	Buy	13,447 +4,059	+43%	+$263K	0.39%	59
2015 Q2	$605K	Buy	+9,388	New	+$609K	0.34%	20

Other funds holding VGIT

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TAIM

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

CONA

Capital One National Association New York $756M AUM

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

MIS

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

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

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

Harfst & Associates's VGIT Position: Q4 2017 in Review

Harfst & Associates sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017, closing a stake of 25,024 shares — an estimated $1.62M sold.

Harfst & Associates first reported a position in VGIT in Q2 2015 and held it in 10 quarters. The position peaked at $1.9M in Q1 2017. 122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

Harfst & Associates reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
Harfst & Associates sold 25,024 Vanguard Intermediate-Term Treasury ETF shares in Q4 2017, an estimated $1.62M.
Harfst & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2015 and held it in 10 quarters.
Harfst & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $1.9M in Q1 2017.
122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on Harfst & Associates's 13F filing for Q4 2017, filed 9 Feb 2018.