Sanctuary Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sanctuary Wealth Management’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
2022 Q1	–	Sell	-260,367	Closed	-$17.3M	–	40
2021 Q4	$17.3M	Buy	260,367 +2,933	+1%	+$197K	18.42%	2
2021 Q3	$17.4M	Buy	+257,434	New	+$17.6M	19.36%	1
2021 Q2	–	Sell	-179,637	Closed	-$12.1M	–	41
2021 Q1	$12.1M	Buy	+179,637	New	+$12.3M	15.53%	3

Other funds holding VGIT

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

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

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

BSW

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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Wealth Management's VGIT Position: Q1 2022 in Review

Sanctuary Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 260,367 shares — an estimated $17.3M sold.

Sanctuary Wealth Management first reported a position in VGIT in Q1 2021 and held it in 3 quarters. The position peaked at $17.4M in Q3 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

Sanctuary Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Sanctuary Wealth Management sold 260,367 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $17.3M.
Sanctuary Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 3 quarters.
Sanctuary Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $17.4M in Q3 2021.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Sanctuary Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.