KJWM
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Kiley Juergens Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-15
Closed – – 625
2018
Q3 		$0 Hold
15
– – ﹤0.01% 759
2018
Q2 		$0 Buy
+15
New +$936 ﹤0.01% 696

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VA
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RIG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Kiley Juergens Wealth Management's VGIT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2018, closing a stake of 15 shares.

Kiley Juergens Wealth Management first reported a position in VGIT in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 178 funds tracked by Wall St. Rank hold VGIT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 15 Vanguard Intermediate-Term Treasury ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $0 in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.