Juncture Wealth Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-4,124	Closed	-$266K	–	125
2019 Q1	$266K	Sell	4,124 -2,239	-35%	-$142K	0.21%	101
2018 Q4	$404K	Sell	6,363 -5,874	-48%	-$365K	0.27%	76
2018 Q3	$760K	Sell	12,237 -826	-6%	-$51.6K	0.4%	60
2018 Q2	$818K	Sell	13,063 -959	-7%	-$59.8K	0.44%	53
2018 Q1	$883K	Sell	14,022 -698	-5%	-$43.9K	0.49%	48
2017 Q4	$941K	Buy	14,720 +2,052	+16%	+$132K	0.53%	50
2017 Q3	$819K	Buy	12,668 +1,009	+9%	+$65.5K	0.46%	54
2017 Q2	$754K	Buy	11,659 +6,502	+126%	+$421K	0.43%	56
2017 Q1	$332K	Buy	+5,157	New	+$331K	0.2%	71

Other funds holding VGIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Franklin Resources

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

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return