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Investors Capital Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Investors Capital Advisory Services’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
Q2 		$545K Sell
8,113
-550
-6% -$36.5K 0.1% 254
2016
Q1 		$574K Buy
+8,663
New +$569K 0.11% 239

Other funds holding VGIT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Investors Capital Advisory Services's VGIT Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.3% in Q2 2016, selling an estimated $36.5K and leaving 8,113 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #254.

Investors Capital Advisory Services first reported a position in VGIT in Q1 2016 and has held it in 2 quarters since. The position peaked at $574K in Q1 2016. 67 funds tracked by Wall St. Rank hold VGIT as of Q2 2016.

  • Investors Capital Advisory Services held 8,113 shares of Vanguard Intermediate-Term Treasury ETF worth $545K as of Q2 2016.
  • Investors Capital Advisory Services sold 550 Vanguard Intermediate-Term Treasury ETF shares in Q2 2016, an estimated $36.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #254 holding.
  • Investors Capital Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2016 and has held it in 2 quarters since.
  • Investors Capital Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $574K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.