Leicht Financial Planning & Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-37,340	Closed	-$2.63M	–	58
2020 Q1	$2.63M	Sell	37,340 -180,067	-83%	-$12.2M	2.55%	11
2019 Q4	$14.3M	Buy	217,407 +143,854	+196%	+$9.54M	13.04%	1
2019 Q3	$4.9M	Buy	73,553 +11,126	+18%	+$739K	4.68%	8
2019 Q2	$4.12M	Buy	62,427 +15,841	+34%	+$1.03M	4.03%	10
2019 Q1	$3M	Buy	46,586 +10,617	+30%	+$675K	3.1%	11
2018 Q4	$2.29M	Buy	35,969 +10,311	+40%	+$642K	3.02%	13
2018 Q3	$1.59M	Buy	25,658 +22,409	+690%	+$1.4M	1.89%	19
2018 Q2	$204K	Buy	+3,249	New	+$203K	0.17%	29

Other funds holding VGIT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's VGIT Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2020, closing a stake of 37,340 shares — an estimated $2.63M sold.

Leicht Financial Planning & Wealth Management first reported a position in VGIT in Q2 2018 and held it in 8 quarters. The position peaked at $14.3M in Q4 2019. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 37,340 Vanguard Intermediate-Term Treasury ETF shares in Q2 2020, an estimated $2.63M.
Leicht Financial Planning & Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and held it in 8 quarters.
Leicht Financial Planning & Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $14.3M in Q4 2019.
276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.