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

Lumature Wealth Partners’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 Q2	–	Sell	-63	Closed	-$4K	–	440
2022 Q1	$4K	Sell	63 -181	-74%	-$11.7K	﹤0.01%	382
2021 Q4	$16K	Hold	244	–	–	0.01%	309
2021 Q3	$16K	Hold	244	–	–	0.01%	314
2021 Q2	$17K	Sell	244 -625	-72%	-$42.3K	0.01%	273
2021 Q1	$58K	Sell	869 -1,232	-59%	-$84.3K	0.03%	221
2020 Q4	$146K	Buy	+2,101	New	+$147K	0.14%	126

Other funds holding VGIT

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lumature Wealth Partners's VGIT Position: Q2 2022 in Review

Lumature Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2022, closing a stake of 63 shares — an estimated $4K sold.

Lumature Wealth Partners first reported a position in VGIT in Q4 2020 and held it in 6 quarters. The position peaked at $146K in Q4 2020. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

Lumature Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Lumature Wealth Partners sold 63 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $4K.
Lumature Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 6 quarters.
Lumature Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $146K in Q4 2020.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.