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

Lucia Wealth Services’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 Q3	$224K	Sell	3,183 -524	-14%	-$37K	0.05%	115
2020 Q2	$262K	Sell	3,707 -32,657	-90%	-$2.3M	0.07%	113
2020 Q1	$2.56M	Sell	36,364 -37,979	-51%	-$2.58M	0.85%	24
2019 Q4	$4.9M	Sell	74,343 -2,185	-3%	-$145K	1.5%	18
2019 Q3	$5.1M	Sell	76,528 -2,588	-3%	-$172K	1.7%	19
2019 Q2	$5.22M	Buy	79,116 +68,746	+663%	+$4.45M	1.8%	20
2019 Q1	$669K	Buy	10,370 +1,159	+13%	+$73.7K	0.23%	83
2018 Q4	$585K	Sell	9,211 -3,049	-25%	-$190K	0.28%	70
2018 Q3	$761K	Buy	+12,260	New	+$765K	0.24%	90

Other funds holding VGIT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIG

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

Lucia Wealth Services's VGIT Position: Q3 2020 in Review

Lucia Wealth Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 14% in Q3 2020, selling an estimated $37K and leaving 3,183 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #115.

Lucia Wealth Services first reported a position in VGIT in Q3 2018 and has held it in 9 quarters since. The position peaked at $5.22M in Q2 2019. 303 funds tracked by Wall St. Rank hold VGIT as of Q3 2020.

Lucia Wealth Services held 3,183 shares of Vanguard Intermediate-Term Treasury ETF worth $224K as of Q3 2020.
Lucia Wealth Services sold 524 Vanguard Intermediate-Term Treasury ETF shares in Q3 2020, an estimated $37K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #115 holding.
Lucia Wealth Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and has held it in 9 quarters since.
Lucia Wealth Services's Vanguard Intermediate-Term Treasury ETF position peaked at $5.22M in Q2 2019.
303 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.