Transform Wealth’s ETFMG Sit Ultra Short ETF VALT Stock Holding History

Transform Wealth’s Portfolio VALT Stock Details VALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,724	Closed	-$1M	–	282
2023 Q2	$1M	Buy	+20,724	New	+$1M	0.09%	136

Transform Wealth's VALT Position: Q3 2023 in Review

Transform Wealth sold out of ETFMG Sit Ultra Short ETF (VALT) in Q3 2023, closing a stake of 20,724 shares — an estimated $1M sold.

Transform Wealth first reported a position in VALT in Q2 2023 and held it in 1 quarter. The position peaked at $1M in Q2 2023. 0 funds tracked by Wall St. Rank hold VALT as of Q3 2023.

Transform Wealth reported no remaining ETFMG Sit Ultra Short ETF position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 20,724 ETFMG Sit Ultra Short ETF shares in Q3 2023, an estimated $1M.
Transform Wealth first reported a position in ETFMG Sit Ultra Short ETF in Q2 2023 and held it in 1 quarter.
Transform Wealth's ETFMG Sit Ultra Short ETF position peaked at $1M in Q2 2023.
0 funds tracked by Wall St. Rank held ETFMG Sit Ultra Short ETF as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.