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Retirement Capital Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Retirement Capital Strategies’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 		– Sell
-213,694
Closed -$14.4M – 86
2021
Q3 		$14.4M Buy
+213,694
New +$14.6M 5.54% 5
2020
Q4 		– Sell
-246,261
Closed -$17.2M – 76
2020
Q3 		$17.2M Buy
246,261
+122,957
+100% +$8.67M 7.96% 3
2020
Q2 		$8.7M Buy
+123,304
New +$8.68M 4.13% 8

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Retirement Capital Strategies's VGIT Position: Q4 2021 in Review

Retirement Capital Strategies sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 213,694 shares — an estimated $14.4M sold.

Retirement Capital Strategies first reported a position in VGIT in Q2 2020 and held it in 3 quarters. The position peaked at $17.2M in Q3 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Retirement Capital Strategies reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 213,694 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $14.4M.
  • Retirement Capital Strategies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and held it in 3 quarters.
  • Retirement Capital Strategies's Vanguard Intermediate-Term Treasury ETF position peaked at $17.2M in Q3 2020.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Retirement Capital Strategies's 13F filing for Q4 2021, filed 3 Feb 2022.