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TRUE Private Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

TRUE Private 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
Q4 		– Sell
-436
Closed -$27.1K – 879
2018
Q3 		$27.1K Buy
+436
New +$27.2K ﹤0.01% 558

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

TRUE Private Wealth Advisors's VGIT Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2018, closing a stake of 436 shares — an estimated $27.1K sold.

TRUE Private Wealth Advisors first reported a position in VGIT in Q3 2018 and held it in 1 quarter. The position peaked at $27.1K in Q3 2018. 178 funds tracked by Wall St. Rank hold VGIT as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 436 Vanguard Intermediate-Term Treasury ETF shares in Q4 2018, an estimated $27.1K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $27.1K in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.