Aspire Private Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Aspire Private Capital’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 Q2	–	Sell	-476	Closed	-$27.9K	–	686
2023 Q1	$27.9K	Hold	476	–	–	0.01%	256
2022 Q4	$27.5K	Sell	476 -548	-54%	-$31.7K	0.01%	252
2022 Q3	$59K	Hold	1,024	–	–	0.02%	176
2022 Q2	$60K	Buy	1,024 +952	+1,322%	+$56.2K	0.02%	183
2022 Q1	$4K	Sell	72 -3	-4%	-$180	﹤0.01%	441
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	437
2021 Q3	$5K	Sell	75 -326	-81%	-$20K	﹤0.01%	391
2021 Q2	$25K	Buy	401 +89	+29%	+$5.47K	0.01%	253
2021 Q1	$19K	Buy	312 +256	+457%	+$15.8K	0.01%	278
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	366
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	362
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	261
2020 Q1	$3K	Sell	56 -12	-18%	-$736	﹤0.01%	185
2019 Q4	$4K	Buy	68 +12	+21%	+$730	﹤0.01%	330
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	340
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	372
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	417
2018 Q4	$3K	Buy	+56	New	+$3.35K	﹤0.01%	391

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OWM

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

MERSOM

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

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

Aspire Private Capital's VGSH Position: Q2 2023 in Review

Aspire Private Capital sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 476 shares — an estimated $27.9K sold.

Aspire Private Capital first reported a position in VGSH in Q4 2018 and held it in 18 quarters. The position peaked at $60K in Q2 2022. 804 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Aspire Private Capital reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Aspire Private Capital sold 476 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $27.9K.
Aspire Private Capital first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 18 quarters.
Aspire Private Capital's Vanguard Short-Term Treasury ETF position peaked at $60K in Q2 2022.
804 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Aspire Private Capital's 13F filing for Q2 2023, filed 24 Jul 2023.