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RPg Family Wealth Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

RPg Family Wealth Advisory’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
2016
Q1 		– Sell
-1,001
Closed -$64.5K – 290
2015
Q4 		$64.5K Buy
+1,001
New +$64.9K 0.06% 81

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RPg Family Wealth Advisory's VGIT Position: Q1 2016 in Review

RPg Family Wealth Advisory sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2016, closing a stake of 1,001 shares — an estimated $64.5K sold.

RPg Family Wealth Advisory first reported a position in VGIT in Q4 2015 and held it in 1 quarter. The position peaked at $64.5K in Q4 2015. 64 funds tracked by Wall St. Rank hold VGIT as of Q1 2016.

  • RPg Family Wealth Advisory reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,001 Vanguard Intermediate-Term Treasury ETF shares in Q1 2016, an estimated $64.5K.
  • RPg Family Wealth Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2015 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $64.5K in Q4 2015.
  • 64 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2016, filed 12 May 2016.