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West Coast Financial’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

West Coast Financial’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
2014
Q1 		– Sell
-3,210
Closed -$201K – 92
2013
Q4 		$201K Sell
3,210
-20
-0.6% -$1.27K 0.1% 88
2013
Q3 		$206K Buy
3,230
+20
+0.6% +$1.27K 0.11% 87
2013
Q2 		$204K Buy
+3,210
New +$209K 0.11% 89

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

West Coast Financial's VGIT Position: Q1 2014 in Review

West Coast Financial sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2014, closing a stake of 3,210 shares — an estimated $201K sold.

West Coast Financial first reported a position in VGIT in Q2 2013 and held it in 3 quarters. The position peaked at $206K in Q3 2013. 27 funds tracked by Wall St. Rank hold VGIT as of Q1 2014.

  • West Coast Financial reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2014 after selling out during the quarter.
  • West Coast Financial sold 3,210 Vanguard Intermediate-Term Treasury ETF shares in Q1 2014, an estimated $201K.
  • West Coast Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2013 and held it in 3 quarters.
  • West Coast Financial's Vanguard Intermediate-Term Treasury ETF position peaked at $206K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2014.

Based on West Coast Financial's 13F filing for Q1 2014, filed 13 May 2014.