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Kings Point Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kings Point Capital 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
2020
Q2 		– Sell
-2,202
Closed -$155K – 473
2020
Q1 		$155K Buy
+2,202
New +$149K 0.03% 175

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CIA
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FI
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Ameriprise
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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kings Point Capital Management's VGIT Position: Q2 2020 in Review

Kings Point Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2020, closing a stake of 2,202 shares — an estimated $155K sold.

Kings Point Capital Management first reported a position in VGIT in Q1 2020 and held it in 1 quarter. The position peaked at $155K in Q1 2020. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

  • Kings Point Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 2,202 Vanguard Intermediate-Term Treasury ETF shares in Q2 2020, an estimated $155K.
  • Kings Point Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Kings Point Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $155K in Q1 2020.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.