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Partnervest Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-17,843
Closed -$1.12M – 235
2018
Q2 		$1.12M Buy
17,843
+12,598
+240% +$786K 0.52% 39
2018
Q1 		$330K Buy
+5,245
New +$330K 0.16% 140

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VA
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RIG
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Partnervest Advisory Services's VGIT Position: Q3 2018 in Review

Partnervest Advisory Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2018, closing a stake of 17,843 shares — an estimated $1.12M sold.

Partnervest Advisory Services first reported a position in VGIT in Q1 2018 and held it in 2 quarters. The position peaked at $1.12M in Q2 2018. 156 funds tracked by Wall St. Rank hold VGIT as of Q3 2018.

  • Partnervest Advisory Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Partnervest Advisory Services sold 17,843 Vanguard Intermediate-Term Treasury ETF shares in Q3 2018, an estimated $1.12M.
  • Partnervest Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and held it in 2 quarters.
  • Partnervest Advisory Services's Vanguard Intermediate-Term Treasury ETF position peaked at $1.12M in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2018.

Based on Partnervest Advisory Services's 13F filing for Q3 2018, filed 30 Oct 2018.