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

Altium 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
2022 Q2	$404K	Buy	+6,869	New	+$405K	0.03%	267

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altium Wealth Management's VGSH Position: Q2 2022 in Review

Altium Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022: 6,869 shares worth $404K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Altium Wealth Management held 6,869 shares of Vanguard Short-Term Treasury ETF worth $404K as of Q2 2022.
Vanguard Short-Term Treasury ETF was a new Altium Wealth Management position in Q2 2022.
Vanguard Short-Term Treasury ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #267 holding.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.