Reilly Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$27K	Hold	400	–	–	﹤0.01%	514
2021 Q3	$27K	Hold	400	–	–	﹤0.01%	479
2021 Q2	$27K	Hold	400	–	–	﹤0.01%	482
2021 Q1	$27K	Hold	400	–	–	﹤0.01%	483
2020 Q4	$28K	Buy	+400	New	+$28K	﹤0.01%	432

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TAIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Reilly Financial Advisors's VGIT Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q4 2021 at 400 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Reilly Financial Advisors first reported a position in VGIT in Q4 2020 and has held it in 5 quarters since. The position peaked at $28K in Q4 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

Reilly Financial Advisors held 400 shares of Vanguard Intermediate-Term Treasury ETF worth $27K as of Q4 2021.
Reilly Financial Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q4 2021.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #514 holding.
Reilly Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 5 quarters since.
Reilly Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $28K in Q4 2020.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.