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

SeaCrest 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 Q3	–	Sell	-1,849	Closed	-$113K	–	1487
2022 Q2	$113K	Buy	+1,849	New	+$113K	0.01%	814
2018 Q4	–	Sell	-5,810	Closed	-$361K	–	2298
2018 Q3	$361K	Hold	5,810	–	–	0.06%	343
2018 Q2	$364K	Sell	5,810 -8	-0.1%	-$499	0.07%	331
2018 Q1	$366K	Hold	5,818	–	–	0.07%	319
2017 Q4	$372K	Buy	+5,818	New	+$374K	0.07%	319

Other funds holding VGIT

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BSW

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

TAIM

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

SeaCrest Wealth Management's VGIT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 1,849 shares — an estimated $113K sold.

SeaCrest Wealth Management first reported a position in VGIT in Q4 2017 and held it in 5 quarters. The position peaked at $372K in Q4 2017. 440 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,849 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $113K.
SeaCrest Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $372K in Q4 2017.
440 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.