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SFMG Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SFMG Wealth Advisors’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
Q3 		– Sell
-3,005
Closed -$204K – 280
2021
Q2 		$204K Buy
+3,005
New +$203K 0.02% 245

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFMG Wealth Advisors's VGIT Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2021, closing a stake of 3,005 shares — an estimated $204K sold.

SFMG Wealth Advisors first reported a position in VGIT in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 369 funds tracked by Wall St. Rank hold VGIT as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,005 Vanguard Intermediate-Term Treasury ETF shares in Q3 2021, an estimated $204K.
  • SFMG Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $204K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.