WC Walker & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WC Walker & Associates’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 Q2	–	Sell	-66,800	Closed	-$4.14M	–	71
2022 Q1	$4.14M	Sell	66,800 -2,922	-4%	-$189K	2.15%	11
2021 Q4	$4.57M	Buy	69,722 +3,392	+5%	+$227K	2.26%	11
2021 Q3	$4.48M	Buy	66,330 +3,004	+5%	+$205K	2.4%	10
2021 Q2	$4.29M	Buy	63,326 +2,418	+4%	+$164K	2.25%	12
2021 Q1	$4.11M	Buy	60,908 +591	+1%	+$40.4K	2.33%	10
2020 Q4	$4.13M	Buy	+60,317	New	+$4.22M	2.37%	10

Other funds holding VGIT

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BSW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 $1.55T AUM 33.47% 1-Year Est. Return

WC Walker & Associates's VGIT Position: Q2 2022 in Review

WC Walker & Associates sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2022, closing a stake of 66,800 shares — an estimated $4.14M sold.

WC Walker & Associates first reported a position in VGIT in Q4 2020 and held it in 6 quarters. The position peaked at $4.57M in Q4 2021. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

WC Walker & Associates reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
WC Walker & Associates sold 66,800 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $4.14M.
WC Walker & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 6 quarters.
WC Walker & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $4.57M in Q4 2021.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on WC Walker & Associates's 13F filing for Q2 2022, filed 18 Jul 2022.