KLC
VGIT icon

Knowledge Leaders Capital’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Knowledge Leaders Capital’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
2017
Q1 		– Sell
-86,233
Closed -$5.51M – 60
2016
Q4 		$5.51M Hold
86,233
– – 1.71% 29
2016
Q3 		$5.76M Buy
86,233
+5,000
+6% +$334K 1.92% 33
2016
Q2 		$5.46M Buy
+81,233
New +$5.38M 1.68% 29

Other funds holding VGIT

RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Knowledge Leaders Capital's VGIT Position: Q1 2017 in Review

Knowledge Leaders Capital sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2017, closing a stake of 86,233 shares — an estimated $5.51M sold.

Knowledge Leaders Capital first reported a position in VGIT in Q2 2016 and held it in 3 quarters. The position peaked at $5.76M in Q3 2016. 91 funds tracked by Wall St. Rank hold VGIT as of Q1 2017.

  • Knowledge Leaders Capital reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2017 after selling out during the quarter.
  • Knowledge Leaders Capital sold 86,233 Vanguard Intermediate-Term Treasury ETF shares in Q1 2017, an estimated $5.51M.
  • Knowledge Leaders Capital first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2016 and held it in 3 quarters.
  • Knowledge Leaders Capital's Vanguard Intermediate-Term Treasury ETF position peaked at $5.76M in Q3 2016.
  • 91 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2017.

Based on Knowledge Leaders Capital's 13F filing for Q1 2017, filed 25 May 2017.