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Placemark Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-13,631
Closed -$869K – 1701
2014
Q3 		$869K Buy
+13,631
New +$870K 0.02% 938

Other funds holding VGIT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's VGIT Position: Q4 2014 in Review

Placemark Investments sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2014, closing a stake of 13,631 shares — an estimated $869K sold.

Placemark Investments first reported a position in VGIT in Q3 2014 and held it in 1 quarter. The position peaked at $869K in Q3 2014. 42 funds tracked by Wall St. Rank hold VGIT as of Q4 2014.

  • Placemark Investments reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 13,631 Vanguard Intermediate-Term Treasury ETF shares in Q4 2014, an estimated $869K.
  • Placemark Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $869K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.