AWM
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Altavista Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$2.42M Buy
39,744
+2,700
+7% +$165K 0.49% 44
2021
Q3 		$2.27M Sell
37,044
-3,446
-9% -$212K 0.51% 42
2021
Q2 		$2.49M Sell
40,490
-360
-0.9% -$22.1K 0.54% 43
2021
Q1 		$2.51M Sell
40,850
-100
-0.2% -$6.16K 0.61% 41
2020
Q4 		$2.52M Buy
40,950
+6,350
+18% +$394K 0.64% 39
2020
Q3 		$2.15M Buy
34,600
+920
+3% +$57.2K 0.59% 41
2020
Q2 		$2.1M Buy
33,680
+10,900
+48% +$678K 0.61% 43
2020
Q1 		$1.42M Sell
22,780
-1,800
-7% -$110K 0.48% 48
2019
Q4 		$1.5M Sell
24,580
-100
-0.4% -$6.09K 0.44% 49
2019
Q3 		$1.5M Buy
24,680
+400
+2% +$24.4K 0.47% 52
2019
Q2 		$1.48M Buy
24,280
+1,350
+6% +$81.7K 0.47% 49
2019
Q1 		$1.39M Buy
22,930
+6,280
+38% +$378K 0.49% 53
2018
Q4 		$1M Sell
16,650
-850
-5% -$50.8K 0.41% 64
2018
Q3 		$1.04M Buy
17,500
+1,850
+12% +$111K 0.39% 65
2018
Q2 		$938K Buy
+15,650
New +$937K 0.38% 69
2017
Q2 		– Sell
-3,300
Closed -$201K – 131
2017
Q1 		$201K Hold
3,300
– – 0.1% 126
2016
Q4 		$201K Sell
3,300
-200
-6% -$12.2K 0.11% 125
2016
Q3 		$214K Hold
3,500
– – 0.12% 123
2016
Q2 		$215K Hold
3,500
– – 0.12% 123
2016
Q1 		$214K Hold
3,500
– – 0.12% 117
2015
Q4 		$213K Hold
3,500
– – 0.13% 115
2015
Q3 		$214K Sell
3,500
-200
-5% -$12.2K 0.14% 106
2015
Q2 		$226K Hold
3,700
– – 0.14% 100
2015
Q1 		$226K Sell
3,700
-500
-12% -$30.5K 0.14% 101
2014
Q4 		$256K Hold
4,200
– – 0.16% 97
2014
Q3 		$256K Buy
4,200
+200
+5% +$12.2K 0.16% 96
2014
Q2 		$244K Hold
4,000
– – 0.15% 105
2014
Q1 		$243K Buy
+4,000
New +$244K 0.15% 105

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Altavista Wealth Management's VGSH Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.3% in Q4 2021, buying an estimated $165K and bringing the position to 39,744 shares worth $2.42M. The position accounts for 0.49% of the portfolio, ranked #44.

Altavista Wealth Management first reported a position in VGSH in Q1 2014 and has held it in 28 quarters since. The position peaked at $2.52M in Q4 2020. 557 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Altavista Wealth Management held 39,744 shares of Vanguard Short-Term Treasury ETF worth $2.42M as of Q4 2021.
  • Altavista Wealth Management bought 2,700 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $165K.
  • Vanguard Short-Term Treasury ETF made up 0.49% of Altavista Wealth Management's portfolio in Q4 2021, its #44 holding.
  • Altavista Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2014 and has held it in 28 quarters since.
  • Altavista Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $2.52M in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.