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First Personal Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

First Personal Financial 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
2024
Q3 		$303 Hold
5
– – ﹤0.01% 429
2024
Q2 		$292 Hold
5
– – ﹤0.01% 352
2024
Q1 		$293 Buy
+5
New +$293 ﹤0.01% 355

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Fidelity Investments
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Empower Advisory Group
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RWP
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

First Personal Financial Services's VGIT Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2024 at 5 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #429.

First Personal Financial Services first reported a position in VGIT in Q1 2024 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

  • First Personal Financial Services held 5 shares of Vanguard Intermediate-Term Treasury ETF worth $303 as of Q3 2024.
  • First Personal Financial Services left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2024.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #429 holding.
  • First Personal Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.