RMR Wealth Builders’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

RMR Wealth Builders’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	-3,742	Closed	-$253K	–	203
2021 Q3	$253K	Buy	+3,742	New	+$255K	0.07%	159
2021 Q2	–	Sell	-3,743	Closed	-$252K	–	685
2021 Q1	$252K	Buy	+3,743	New	+$256K	0.07%	160
2020 Q4	–	Sell	-3,743	Closed	-$264K	–	556
2020 Q3	$264K	Buy	+3,743	New	+$264K	0.07%	169

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BSW

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $1.55T AUM 33.47% 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

RMR Wealth Builders's VGIT Position: Q4 2021 in Review

RMR Wealth Builders sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 3,742 shares — an estimated $253K sold.

RMR Wealth Builders first reported a position in VGIT in Q3 2020 and held it in 3 quarters. The position peaked at $264K in Q3 2020. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

RMR Wealth Builders reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
RMR Wealth Builders sold 3,742 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $253K.
RMR Wealth Builders first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 3 quarters.
RMR Wealth Builders's Vanguard Intermediate-Term Treasury ETF position peaked at $264K in Q3 2020.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on RMR Wealth Builders's 13F filing for Q4 2021, filed 2 Feb 2022.