Sonora Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sonora Investment 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
2021 Q3	$10K	Buy	+154	New	+$10.5K	﹤0.01%	790
2019 Q4	–	Sell	-166	Closed	-$11K	–	1736
2019 Q3	$11K	Buy	+166	New	+$11K	﹤0.01%	1141
2019 Q2	–	Sell	-308	Closed	-$20K	–	1748
2019 Q1	$20K	Buy	+308	New	+$19.6K	﹤0.01%	797

Other funds holding VGIT

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $59.5B AUM 35.96% 1-Year Est. Return

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

TAIM

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

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

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

MIS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's VGIT Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2021: 154 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in VGIT as recently as Q3 2019.

Sonora Investment Management first reported a position in VGIT in Q1 2019 and has held it in 3 quarters since. The position peaked at $20K in Q1 2019. 369 funds tracked by Wall St. Rank hold VGIT as of Q3 2021.

Sonora Investment Management held 154 shares of Vanguard Intermediate-Term Treasury ETF worth $10K as of Q3 2021.
Vanguard Intermediate-Term Treasury ETF was a new Sonora Investment Management position in Q3 2021.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #790 holding.
Sonora Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 3 quarters since.
Sonora Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $20K in Q1 2019.
369 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.