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Meridian Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Meridian Financial Partners’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
Q1 		– Sell
-3,866
Closed -$228K – 54
2023
Q4 		$228K Buy
+3,866
New +$223K 0.23% 49

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Morgan Stanley
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Meridian Financial Partners's VGIT Position: Q1 2024 in Review

Meridian Financial Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 3,866 shares — an estimated $228K sold.

Meridian Financial Partners first reported a position in VGIT in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Meridian Financial Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Meridian Financial Partners sold 3,866 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $228K.
  • Meridian Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Meridian Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $228K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Meridian Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.