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Confluence Wealth Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Confluence Wealth Services’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
-6,500
Closed -$432K – 1125
2021
Q4 		$432K Buy
+6,500
New +$436K 0.14% 157

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JP Morgan Chase
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MERSOM
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TAIM
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MIS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Confluence Wealth Services's VGIT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2022, closing a stake of 6,500 shares — an estimated $432K sold.

Confluence Wealth Services first reported a position in VGIT in Q4 2021 and held it in 1 quarter. The position peaked at $432K in Q4 2021. 408 funds tracked by Wall St. Rank hold VGIT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 6,500 Vanguard Intermediate-Term Treasury ETF shares in Q1 2022, an estimated $432K.
  • Confluence Wealth Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Intermediate-Term Treasury ETF position peaked at $432K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.