USA Financial Formulas’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

USA Financial Formulas’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
2022 Q1	–	Sell	-115	Closed	-$8K	–	491
2021 Q4	$8K	Buy	+115	New	+$7.71K	0.01%	201
2019 Q3	–	Sell	-129,565	Closed	-$8.35M	–	266
2019 Q2	$8.35M	Buy	129,565 +24,701	+24%	+$1.6M	4.19%	1
2019 Q1	$6.76M	Buy	+104,864	New	+$6.67M	4.26%	1
2016 Q2	–	Sell	-233,672	Closed	-$15.5M	–	227
2016 Q1	$15.5M	Buy	+233,672	New	+$15.4M	4.93%	9

Other funds holding VGIT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MIS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USA Financial Formulas's VGIT Position: Q1 2022 in Review

USA Financial Formulas sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 115 shares — an estimated $8K sold.

USA Financial Formulas first reported a position in VGIT in Q1 2016 and held it in 4 quarters. The position peaked at $15.5M in Q1 2016. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

USA Financial Formulas reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
USA Financial Formulas sold 115 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $8K.
USA Financial Formulas first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2016 and held it in 4 quarters.
USA Financial Formulas's Vanguard Intermediate-Term Treasury ETF position peaked at $15.5M in Q1 2016.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.