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Winslow Evans & Crocker’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-397
Closed -$25.7K – 1249
2017
Q2 		$25.7K Sell
397
-1
-0.3% -$65 0.01% 701
2017
Q1 		$25.5K Buy
+398
New +$25.5K 0.01% 687

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Winslow Evans & Crocker's VGIT Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2017, closing a stake of 397 shares — an estimated $25.7K sold.

Winslow Evans & Crocker first reported a position in VGIT in Q1 2017 and held it in 2 quarters. The position peaked at $25.7K in Q2 2017. 101 funds tracked by Wall St. Rank hold VGIT as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 397 Vanguard Intermediate-Term Treasury ETF shares in Q3 2017, an estimated $25.7K.
  • Winslow Evans & Crocker first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's Vanguard Intermediate-Term Treasury ETF position peaked at $25.7K in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.