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 $3.37T AUM 44.26% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CSIA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

TAIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Juncture Wealth Strategies's VGIT Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2019, closing a stake of 4,124 shares — an estimated $266K sold.

Juncture Wealth Strategies first reported a position in VGIT in Q1 2017 and held it in 9 quarters. The position peaked at $941K in Q4 2017. 202 funds tracked by Wall St. Rank hold VGIT as of Q2 2019.

Juncture Wealth Strategies reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 4,124 Vanguard Intermediate-Term Treasury ETF shares in Q2 2019, an estimated $266K.
Juncture Wealth Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and held it in 9 quarters.
Juncture Wealth Strategies's Vanguard Intermediate-Term Treasury ETF position peaked at $941K in Q4 2017.
202 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.