Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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LWS
Lucia Wealth Services’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
Lucia Wealth Services’s Portfolio
VGIT Stock Details
VGIT Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
$224K
Sell
2020
Q2
$262K
Sell
2020
Q1
$2.56M
Sell
2019
Q4
$4.9M
Sell
2019
Q3
$5.1M
Sell
2019
Q2
$5.22M
Buy
2019
Q1
$669K
Buy
2018
Q4
$585K
Sell
2018
Q3
$761K
Buy
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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