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Tradition Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-2
Closed – – 1039
2020
Q4 		$0 Buy
+2
New +$140 ﹤0.01% 1074

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's VGIT Position: Q1 2021 in Review

Tradition Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 2 shares.

Tradition Wealth Management first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 349 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Tradition Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 2 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021.
  • Tradition Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $0 in Q4 2020.
  • 349 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.