Acute Investment Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Acute Investment Advisory’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-140,702	Closed	-$8.12M	–	18
2023 Q2	$8.12M	Buy	140,702 +11,681	+9%	+$680K	4.88%	6
2023 Q1	$7.55M	Sell	129,021 -148,591	-54%	-$8.63M	4.95%	4
2022 Q4	$16.1M	Sell	277,612 -84,380	-23%	-$4.87M	10.94%	2
2022 Q3	$20.9M	Buy	361,992 +95,829	+36%	+$5.61M	15.02%	2
2022 Q2	$15.7M	Buy	266,163 +27,620	+12%	+$1.63M	12.18%	2
2022 Q1	$14.1M	Buy	+238,543	New	+$14.3M	10.55%	2

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acute Investment Advisory's VGSH Position: Q3 2023 in Review

Acute Investment Advisory sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 140,702 shares — an estimated $8.12M sold.

Acute Investment Advisory first reported a position in VGSH in Q1 2022 and held it in 6 quarters. The position peaked at $20.9M in Q3 2022. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

Acute Investment Advisory reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Acute Investment Advisory sold 140,702 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $8.12M.
Acute Investment Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and held it in 6 quarters.
Acute Investment Advisory's Vanguard Short-Term Treasury ETF position peaked at $20.9M in Q3 2022.
809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Acute Investment Advisory's 13F filing for Q3 2023, filed 24 Oct 2023.