WealthShield’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WealthShield’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
2017 Q4	$863K	Buy	+13,523	New	+$869K	0.53%	39

Other funds holding VGIT

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAIM

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

CONA

Capital One National Association New York $756M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

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

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield's VGIT Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017: 13,523 shares worth $863K. The stake represents 0.53% of the portfolio and ranks #39 among its holdings.

122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

WealthShield held 13,523 shares of Vanguard Intermediate-Term Treasury ETF worth $863K as of Q4 2017.
Vanguard Intermediate-Term Treasury ETF was a new WealthShield position in Q4 2017.
Vanguard Intermediate-Term Treasury ETF made up 0.53% of WealthShield's portfolio in Q4 2017, its #39 holding.
122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.