WJ Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

WJ Wealth Management’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
2022 Q1	–	Sell	-41,754	Closed	-$2.78M	–	62
2021 Q4	$2.78M	Sell	41,754 -1,533	-4%	-$103K	1.66%	18
2021 Q3	$2.93M	Sell	43,287 -1,855	-4%	-$126K	1.95%	21
2021 Q2	$3.06M	Sell	45,142 -2,480	-5%	-$168K	9.49%	2
2021 Q1	$3.2M	Sell	47,622 -4,966	-9%	-$340K	9.96%	2
2020 Q4	$3.65M	Sell	52,588 -3,906	-7%	-$273K	11.36%	2
2020 Q3	$3.98M	Sell	56,494 -196,556	-78%	-$13.9M	12.9%	2
2020 Q2	$17.9M	Buy	253,050 +168,696	+200%	+$11.9M	12.53%	3
2020 Q1	$5.95M	Sell	84,354 -1,474	-2%	-$100K	21.44%	1
2019 Q4	$5.66M	Buy	+85,828	New	+$5.69M	14.26%	1

Other funds holding VGIT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WJ Wealth Management's VGIT Position: Q1 2022 in Review

WJ Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 41,754 shares — an estimated $2.78M sold.

WJ Wealth Management first reported a position in VGIT in Q4 2019 and held it in 9 quarters. The position peaked at $17.9M in Q2 2020. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

WJ Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
WJ Wealth Management sold 41,754 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $2.78M.
WJ Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 9 quarters.
WJ Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $17.9M in Q2 2020.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.