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Linscomb Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Linscomb Wealth’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
2022
Q1 		– Sell
-3,099
Closed -$206K – 362
2021
Q4 		$206K Buy
+3,099
New +$208K 0.01% 327
2020
Q2 		– Sell
-3,597
Closed -$254K – 378
2020
Q1 		$254K Buy
+3,597
New +$244K 0.02% 348

Other funds holding VGIT

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth's VGIT Position: Q1 2022 in Review

Linscomb Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 3,099 shares — an estimated $206K sold.

Linscomb Wealth first reported a position in VGIT in Q1 2020 and held it in 2 quarters. The position peaked at $254K in Q1 2020. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

  • Linscomb Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Linscomb Wealth sold 3,099 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $206K.
  • Linscomb Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Linscomb Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $254K in Q1 2020.
  • 408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Linscomb Wealth's 13F filing for Q1 2022, filed 17 May 2022.