SFWA
VGIT icon

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

Summit Financial Wealth 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
2018
Q1 		– Sell
-3,551
Closed -$227K – 157
2017
Q4 		$227K Buy
+3,551
New +$228K 0.08% 127

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Financial Wealth Advisors's VGIT Position: Q1 2018 in Review

Summit Financial Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2018, closing a stake of 3,551 shares — an estimated $227K sold.

Summit Financial Wealth Advisors first reported a position in VGIT in Q4 2017 and held it in 1 quarter. The position peaked at $227K in Q4 2017. 126 funds tracked by Wall St. Rank hold VGIT as of Q1 2018.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,551 Vanguard Intermediate-Term Treasury ETF shares in Q1 2018, an estimated $227K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $227K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.