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

WealthSource Partners’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
2020
Q3 		– Sell
-7,426
Closed -$524K – 391
2020
Q2 		$524K Buy
+7,426
New +$523K 0.08% 182

Other funds holding VGIT

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

WealthSource Partners's VGIT Position: Q3 2020 in Review

WealthSource Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2020, closing a stake of 7,426 shares — an estimated $524K sold.

WealthSource Partners first reported a position in VGIT in Q2 2020 and held it in 1 quarter. The position peaked at $524K in Q2 2020. 303 funds tracked by Wall St. Rank hold VGIT as of Q3 2020.

  • WealthSource Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • WealthSource Partners sold 7,426 Vanguard Intermediate-Term Treasury ETF shares in Q3 2020, an estimated $524K.
  • WealthSource Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and held it in 1 quarter.
  • WealthSource Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $524K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2020.

Based on WealthSource Partners's 13F filing for Q3 2020, filed 16 Nov 2020.