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Kowal Investment Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-429
Closed -$29K – 903
2021
Q3 		$29K Buy
+429
New +$29.2K 0.01% 322

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's VGIT Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 429 shares — an estimated $29K sold.

Kowal Investment Group first reported a position in VGIT in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Kowal Investment Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 429 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $29K.
  • Kowal Investment Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Vanguard Intermediate-Term Treasury ETF position peaked at $29K in Q3 2021.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.