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Measured Wealth Private Client Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-2,140
Closed -$133K – 686
2018
Q3 		$133K Buy
+2,140
New +$134K 0.08% 193
2017
Q3 		$210K Buy
+3,253
New +$211K 0.29% 41

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Measured Wealth Private Client Group's VGIT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2018, closing a stake of 2,140 shares — an estimated $133K sold.

Measured Wealth Private Client Group first reported a position in VGIT in Q3 2017 and held it in 2 quarters. The position peaked at $210K in Q3 2017. 178 funds tracked by Wall St. Rank hold VGIT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,140 Vanguard Intermediate-Term Treasury ETF shares in Q4 2018, an estimated $133K.
  • Measured Wealth Private Client Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Vanguard Intermediate-Term Treasury ETF position peaked at $210K in Q3 2017.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.