KLS Professional Advisors Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

KLS Professional Advisors Group’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	$5.39M	Sell	81,702 -19,707	-19%	-$1.28M	0.25%	10
2019 Q1	$6.54M	Hold	101,409	–	–	0.36%	10
2018 Q4	$6.44M	Sell	101,409 -805	-0.8%	-$50.1K	0.39%	9
2018 Q3	$6.35M	Hold	102,214	–	–	1.01%	7
2018 Q2	$6.4M	Hold	102,214	–	–	1.09%	7
2018 Q1	$6.44M	Buy	+102,214	New	+$6.43M	1.04%	11

Other funds holding VGIT

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $408B AUM 30.18% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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 $530B AUM 22.01% 1-Year Est. Return

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

SCM

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

KLS Professional Advisors Group's VGIT Position: Q2 2019 in Review

KLS Professional Advisors Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2019, selling an estimated $1.28M and leaving 81,702 shares worth $5.39M. The position accounts for 0.25% of the portfolio, ranked #10.

KLS Professional Advisors Group first reported a position in VGIT in Q1 2018 and has held it in 6 quarters since. The position peaked at $6.54M in Q1 2019. 202 funds tracked by Wall St. Rank hold VGIT as of Q2 2019.

KLS Professional Advisors Group held 81,702 shares of Vanguard Intermediate-Term Treasury ETF worth $5.39M as of Q2 2019.
KLS Professional Advisors Group sold 19,707 Vanguard Intermediate-Term Treasury ETF shares in Q2 2019, an estimated $1.28M.
Vanguard Intermediate-Term Treasury ETF made up 0.25% of KLS Professional Advisors Group's portfolio in Q2 2019, its #10 holding.
KLS Professional Advisors Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and has held it in 6 quarters since.
KLS Professional Advisors Group's Vanguard Intermediate-Term Treasury ETF position peaked at $6.54M in Q1 2019.
202 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.