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 $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return