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

WT 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	-16,196	Closed	-$1.08M	–	127
2021 Q4	$1.08M	Buy	+16,196	New	+$1.09M	0.4%	73
2021 Q1	–	Sell	-10,124	Closed	-$702K	–	131
2020 Q4	$702K	Buy	10,124 +1,169	+13%	+$81.8K	0.38%	81
2020 Q3	$631K	Buy	+8,955	New	+$632K	0.42%	64

Other funds holding VGIT

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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 $1.55T AUM 33.47% 1-Year Est. Return

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

WT Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 16,196 shares — an estimated $1.08M sold.

WT Wealth Management first reported a position in VGIT in Q3 2020 and held it in 3 quarters. The position peaked at $1.08M in Q4 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

WT Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
WT Wealth Management sold 16,196 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $1.08M.
WT Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 3 quarters.
WT Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1.08M in Q4 2021.
408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.