SevenBridge Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-1,067	Closed	-$70K	–	551
2019 Q2	$70K	Buy	+1,067	New	+$69.1K	0.03%	243

Other funds holding VGIT

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

TAIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SevenBridge Financial Group's VGIT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2019, closing a stake of 1,067 shares — an estimated $70K sold.

SevenBridge Financial Group first reported a position in VGIT in Q2 2019 and held it in 1 quarter. The position peaked at $70K in Q2 2019. 209 funds tracked by Wall St. Rank hold VGIT as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,067 Vanguard Intermediate-Term Treasury ETF shares in Q3 2019, an estimated $70K.
SevenBridge Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and held it in 1 quarter.
SevenBridge Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $70K in Q2 2019.
209 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.