Stewardship Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Stewardship Financial 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
2017 Q3	–	Sell	-7,709	Closed	-$498K	–	44
2017 Q2	$498K	Sell	7,709 -3,333	-30%	-$216K	0.3%	36
2017 Q1	$710K	Sell	11,042 -32,076	-74%	-$2.06M	0.44%	31
2016 Q4	$2.76M	Sell	43,118 -19,048	-31%	-$1.24M	1.73%	15
2016 Q3	$4.15M	Buy	62,166 +4,858	+8%	+$324K	2.66%	13
2016 Q2	$3.85M	Buy	+57,308	New	+$3.8M	2.63%	13

Other funds holding VGIT

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

CONA

Capital One National Association New York $756M AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Stewardship Financial Advisors's VGIT Position: Q3 2017 in Review

Stewardship Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2017, closing a stake of 7,709 shares — an estimated $498K sold.

Stewardship Financial Advisors first reported a position in VGIT in Q2 2016 and held it in 5 quarters. The position peaked at $4.15M in Q3 2016. 101 funds tracked by Wall St. Rank hold VGIT as of Q3 2017.

Stewardship Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
Stewardship Financial Advisors sold 7,709 Vanguard Intermediate-Term Treasury ETF shares in Q3 2017, an estimated $498K.
Stewardship Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2016 and held it in 5 quarters.
Stewardship Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $4.15M in Q3 2016.
101 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2017.

Based on Stewardship Financial Advisors's 13F filing for Q3 2017, filed 26 Jun 2018.