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Trinity Financial Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Trinity Financial Advisors’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
2021
Q1 		– Sell
-2,900
Closed -$201K – 56
2020
Q4 		$201K Buy
+2,900
New +$203K 0.18% 59

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BSW
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TAIM
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Bank of America
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Mitsubishi UFJ Asset Management
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MIS
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Trinity Financial Advisors's VGIT Position: Q1 2021 in Review

Trinity Financial Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 2,900 shares — an estimated $201K sold.

Trinity Financial Advisors first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Trinity Financial Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Trinity Financial Advisors sold 2,900 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $201K.
  • Trinity Financial Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Trinity Financial Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $201K in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Trinity Financial Advisors's 13F filing for Q1 2021, filed 20 Oct 2021.