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Safeguard Investment Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-59
Closed -$4K – 688
2020
Q4 		$4K Buy
+59
New +$4.13K ﹤0.01% 571

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's VGIT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 59 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 349 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 59 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $4K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.