American Portfolios Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

American Portfolios Advisors’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 Q3	$6.19M	Buy	107,042 +22,021	+26%	+$1.29M	0.26%	71
2022 Q2	$5M	Buy	85,021 +19,019	+29%	+$1.12M	0.21%	101
2022 Q1	$3.91M	Buy	66,002 +56,128	+568%	+$3.37M	0.13%	156
2021 Q4	$601K	Sell	9,874 -2,370	-19%	-$145K	0.02%	661
2021 Q3	$752K	Sell	12,244 -2,909	-19%	-$179K	0.03%	550
2021 Q2	$931K	Sell	15,153 -6,062	-29%	-$373K	0.04%	478
2021 Q1	$1.31M	Buy	21,215 +16,770	+377%	+$1.03M	0.06%	323
2020 Q4	$274K	Sell	4,445 -15,251	-77%	-$945K	0.01%	774
2020 Q3	$1.22M	Buy	19,696 +10,888	+124%	+$676K	0.07%	249
2020 Q2	$548K	Sell	8,808 -8,311	-49%	-$517K	0.04%	415
2020 Q1	$1.07M	Buy	17,119 +15,315	+849%	+$940K	0.09%	208
2019 Q4	$110K	Sell	1,804 -7,823	-81%	-$476K	0.01%	1000
2019 Q3	$587K	Sell	9,627 -222	-2%	-$13.5K	0.05%	358
2019 Q2	$600K	Sell	9,849 -32,696	-77%	-$1.98M	0.05%	339
2019 Q1	$2.57M	Sell	42,545 -11,995	-22%	-$722K	0.24%	94
2018 Q4	$3.28M	Buy	54,540 +47,464	+671%	+$2.84M	0.41%	55
2018 Q3	$423K	Buy	7,076 +2,526	+56%	+$151K	0.05%	367
2018 Q2	$273K	Sell	4,550 -114	-2%	-$6.82K	0.04%	428
2018 Q1	$280K	Buy	4,664 +2,453	+111%	+$147K	0.04%	399
2017 Q4	$133K	Buy	+2,211	New	+$134K	0.02%	639

Other funds holding VGSH

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

American Portfolios Advisors's VGSH Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 26% in Q3 2022, buying an estimated $1.29M and bringing the position to 107,042 shares worth $6.19M. The position accounts for 0.26% of the portfolio, ranked #71.

American Portfolios Advisors first reported a position in VGSH in Q4 2017 and has held it in 20 quarters since. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

American Portfolios Advisors held 107,042 shares of Vanguard Short-Term Treasury ETF worth $6.19M as of Q3 2022.
American Portfolios Advisors bought 22,021 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $1.29M.
Vanguard Short-Term Treasury ETF made up 0.26% of American Portfolios Advisors's portfolio in Q3 2022, its #71 holding.
American Portfolios Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 20 quarters since.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.