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Whitney & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-390
Closed -$24K – 454
2018
Q3 		$24K Hold
390
– – 0.01% 233
2018
Q2 		$24K Buy
+390
New +$24.3K 0.01% 202

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Whitney & Co's VGIT Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2018, closing a stake of 390 shares — an estimated $24K sold.

Whitney & Co first reported a position in VGIT in Q2 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 178 funds tracked by Wall St. Rank hold VGIT as of Q4 2018.

  • Whitney & Co reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 390 Vanguard Intermediate-Term Treasury ETF shares in Q4 2018, an estimated $24K.
  • Whitney & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $24K in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.