SimplyRich’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SimplyRich’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 Q1	–	Sell	-14,483	Closed	-$917K	–	80
2018 Q4	$917K	Buy	14,483 +6,639	+85%	+$413K	0.84%	40
2018 Q3	$487K	Buy	7,844 +2,030	+35%	+$127K	0.27%	112
2018 Q2	$364K	Buy	5,814 +359	+7%	+$22.4K	0.21%	124
2018 Q1	$344K	Hold	5,455	–	–	0.19%	135
2017 Q4	$349K	Buy	+5,455	New	+$351K	0.2%	129

Other funds holding VGIT

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

RIG

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

CSIA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SimplyRich's VGIT Position: Q1 2019 in Review

SimplyRich sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2019, closing a stake of 14,483 shares — an estimated $917K sold.

SimplyRich first reported a position in VGIT in Q4 2017 and held it in 5 quarters. The position peaked at $917K in Q4 2018. 196 funds tracked by Wall St. Rank hold VGIT as of Q1 2019.

SimplyRich reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
SimplyRich sold 14,483 Vanguard Intermediate-Term Treasury ETF shares in Q1 2019, an estimated $917K.
SimplyRich first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and held it in 5 quarters.
SimplyRich's Vanguard Intermediate-Term Treasury ETF position peaked at $917K in Q4 2018.
196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2019.

Based on SimplyRich's 13F filing for Q1 2019, filed 1 May 2019.