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

Kalos 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
2021
Q3 		– Sell
-4,238
Closed -$288K – 317
2021
Q2 		$288K Hold
4,238
– – 0.12% 201
2021
Q1 		$286K Buy
+4,238
New +$290K 0.09% 230

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kalos Management's VGIT Position: Q3 2021 in Review

Kalos Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2021, closing a stake of 4,238 shares — an estimated $288K sold.

Kalos Management first reported a position in VGIT in Q1 2021 and held it in 2 quarters. The position peaked at $288K in Q2 2021. 369 funds tracked by Wall St. Rank hold VGIT as of Q3 2021.

  • Kalos Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Kalos Management sold 4,238 Vanguard Intermediate-Term Treasury ETF shares in Q3 2021, an estimated $288K.
  • Kalos Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 2 quarters.
  • Kalos Management's Vanguard Intermediate-Term Treasury ETF position peaked at $288K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.