Mariner Independent Advisor Network’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mariner Independent Advisor Network’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 Q3	–	Sell	-15,783	Closed	-$964K	–	596
2022 Q2	$964K	Buy	+15,783	New	+$966K	0.04%	379
2020 Q1	–	Sell	-11,239	Closed	-$741K	–	401
2019 Q4	$741K	Buy	11,239 +154	+1%	+$10.2K	0.05%	277
2019 Q3	$740K	Sell	11,085 -432	-4%	-$28.7K	0.06%	272
2019 Q2	$757K	Buy	11,517 +417	+4%	+$27K	0.06%	269
2019 Q1	$711K	Buy	11,100 +1	+0%	+$64	0.06%	266
2018 Q4	$703K	Sell	11,099 -313	-3%	-$19.5K	0.06%	259
2018 Q3	$705K	Buy	+11,412	New	+$712K	0.09%	167

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BTI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

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

Mariner Independent Advisor Network's VGIT Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 15,783 shares — an estimated $964K sold.

Mariner Independent Advisor Network first reported a position in VGIT in Q3 2018 and held it in 7 quarters. The position peaked at $964K in Q2 2022. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

Mariner Independent Advisor Network reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 15,783 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $964K.
Mariner Independent Advisor Network first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and held it in 7 quarters.
Mariner Independent Advisor Network's Vanguard Intermediate-Term Treasury ETF position peaked at $964K in Q2 2022.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.