SFP
VGIT icon

Sterling Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sterling Financial Planning’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
-192
Closed -$13K – 384
2021
Q3 		$13K Hold
192
– – 0.01% 297
2021
Q2 		$13K Hold
192
– – 0.01% 284
2021
Q1 		$13K Buy
+192
New +$13.1K 0.01% 258

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $1.55T AUM 33.47% 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 $424B AUM 22.9% 1-Year Est. Return

Sterling Financial Planning's VGIT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 192 shares — an estimated $13K sold.

Sterling Financial Planning first reported a position in VGIT in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 192 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $13K.
  • Sterling Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $13K in Q3 2021.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.