National Planning Corporation’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-36,567	Closed	-$2.36M	–	585
2017 Q3	$2.36M	Buy	36,567 +2,772	+8%	+$180K	0.2%	113
2017 Q2	$2.18M	Buy	+33,795	New	+$2.19M	0.17%	147
2015 Q1	–	Sell	-1,000	Closed	-$65K	–	2006
2014 Q4	$65K	Buy	+1,000	New	+$64.4K	﹤0.01%	1133

Other funds holding VGIT

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TAIM

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

CONA

Capital One National Association New York $756M AUM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

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

National Planning Corporation's VGIT Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017, closing a stake of 36,567 shares — an estimated $2.36M sold.

National Planning Corporation first reported a position in VGIT in Q4 2014 and held it in 3 quarters. The position peaked at $2.36M in Q3 2017. 122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

National Planning Corporation reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 36,567 Vanguard Intermediate-Term Treasury ETF shares in Q4 2017, an estimated $2.36M.
National Planning Corporation first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2014 and held it in 3 quarters.
National Planning Corporation's Vanguard Intermediate-Term Treasury ETF position peaked at $2.36M in Q3 2017.
122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.