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

VERITY 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
2021 Q4	–	Sell	-8,869	Closed	-$599K	–	68
2021 Q3	$599K	Buy	8,869 +975	+12%	+$66.5K	0.54%	35
2021 Q2	$535K	Hold	7,894	–	–	0.49%	33
2021 Q1	$531K	Hold	7,894	–	–	0.47%	34
2020 Q4	$548K	Hold	7,894	–	–	0.5%	30
2020 Q3	$556K	Hold	7,894	–	–	0.57%	30
2020 Q2	$557K	Buy	+7,894	New	+$556K	0.6%	29

Other funds holding VGIT

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

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

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

BSW

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

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

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

TAIM

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

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

MIS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VERITY Wealth Advisors's VGIT Position: Q4 2021 in Review

VERITY Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2021, closing a stake of 8,869 shares — an estimated $599K sold.

VERITY Wealth Advisors first reported a position in VGIT in Q2 2020 and held it in 6 quarters. The position peaked at $599K in Q3 2021. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

VERITY Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
VERITY Wealth Advisors sold 8,869 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $599K.
VERITY Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and held it in 6 quarters.
VERITY Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $599K in Q3 2021.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on VERITY Wealth Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.