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Retirement Financial Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-78
Closed -$4.56K – 244
2022
Q4 		$4.56K Buy
+78
New +$4.56K ﹤0.01% 175

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

Retirement Financial Solutions's VGIT Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 78 shares — an estimated $4.56K sold.

Retirement Financial Solutions first reported a position in VGIT in Q4 2022 and held it in 1 quarter. The position peaked at $4.56K in Q4 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 78 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $4.56K.
  • Retirement Financial Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Vanguard Intermediate-Term Treasury ETF position peaked at $4.56K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.