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Southland Equity Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Southland Equity Partners’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
Q4 		– Sell
-3,827
Closed -$259K – 180
2021
Q3 		$259K Buy
+3,827
New +$261K 0.12% 135

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BSW
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Creative Planning
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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

Southland Equity Partners's VGIT Position: Q4 2021 in Review

Southland Equity Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 3,827 shares — an estimated $259K sold.

Southland Equity Partners first reported a position in VGIT in Q3 2021 and held it in 1 quarter. The position peaked at $259K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Southland Equity Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Southland Equity Partners sold 3,827 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $259K.
  • Southland Equity Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Southland Equity Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $259K in Q3 2021.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Southland Equity Partners's 13F filing for Q4 2021, filed 2 Jan 2024.