Newfound Research’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-79	Closed	-$6K	–	189
2020 Q1	$6K	Hold	79	–	–	0.01%	22
2019 Q4	$5K	Buy	79 +1	+1%	+$66	﹤0.01%	59
2019 Q3	$5K	Sell	78 -1	-1%	-$66	﹤0.01%	70
2019 Q2	$5K	Buy	79 +1	+1%	+$65	﹤0.01%	68
2019 Q1	$5K	Hold	78	–	–	﹤0.01%	56
2018 Q4	$5K	Buy	78 +1	+1%	+$62	﹤0.01%	37
2018 Q3	$5K	Hold	77	–	–	﹤0.01%	71
2018 Q2	$5K	Buy	77 +15	+24%	+$936	﹤0.01%	61
2018 Q1	$4K	Buy	62 +1	+2%	+$63	﹤0.01%	68
2017 Q4	$4K	Buy	61 +12	+24%	+$771	﹤0.01%	78
2017 Q3	$3K	Buy	+49	New	+$3.18K	﹤0.01%	86

Other funds holding VGIT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newfound Research's VGIT Position: Q2 2020 in Review

Newfound Research sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2020, closing a stake of 79 shares — an estimated $6K sold.

Newfound Research first reported a position in VGIT in Q3 2017 and held it in 11 quarters. The position peaked at $6K in Q1 2020. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

Newfound Research reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 79 Vanguard Intermediate-Term Treasury ETF shares in Q2 2020, an estimated $6K.
Newfound Research first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and held it in 11 quarters.
Newfound Research's Vanguard Intermediate-Term Treasury ETF position peaked at $6K in Q1 2020.
276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.