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Westover Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Westover Capital 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
Q1 		– Sell
-19,444
Closed -$1.35M – 176
2020
Q4 		$1.35M Buy
19,444
+11,170
+135% +$781K 0.49% 57
2020
Q3 		$583K Buy
+8,274
New +$584K 0.24% 83

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Westover Capital Advisors's VGIT Position: Q1 2021 in Review

Westover Capital Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 19,444 shares — an estimated $1.35M sold.

Westover Capital Advisors first reported a position in VGIT in Q3 2020 and held it in 2 quarters. The position peaked at $1.35M in Q4 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Westover Capital Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 19,444 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $1.35M.
  • Westover Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 2 quarters.
  • Westover Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.35M in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Westover Capital Advisors's 13F filing for Q1 2021, filed 18 May 2021.