Peak Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Peak Asset Management’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	-12,070	Closed	-$780K	–	144
2017 Q3	$780K	Sell	12,070 -444	-4%	-$28.8K	0.28%	68
2017 Q2	$809K	Sell	12,514 -3,535	-22%	-$229K	0.3%	61
2017 Q1	$1.03M	Buy	16,049 +446	+3%	+$28.6K	0.39%	53
2016 Q4	$997K	Buy	15,603 +431	+3%	+$28K	0.4%	54
2016 Q3	$1.01M	Buy	15,172 +2,410	+19%	+$161K	0.43%	54
2016 Q2	$857K	Buy	12,762 +3,630	+40%	+$241K	0.38%	55
2016 Q1	$605K	Buy	+9,132	New	+$600K	0.29%	63

Other funds holding VGIT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Peak Asset Management's VGIT Position: Q4 2017 in Review

Peak Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017, closing a stake of 12,070 shares — an estimated $780K sold.

Peak Asset Management first reported a position in VGIT in Q1 2016 and held it in 7 quarters. The position peaked at $1.03M in Q1 2017. 122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

Peak Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 12,070 Vanguard Intermediate-Term Treasury ETF shares in Q4 2017, an estimated $780K.
Peak Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2016 and held it in 7 quarters.
Peak Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.03M in Q1 2017.
122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.