Aveo Capital Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Aveo Capital Partners’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
2024 Q1	–	Sell	-8,176	Closed	-$477K	–	392
2023 Q4	$477K	Sell	8,176 -3,318	-29%	-$192K	0.06%	212
2023 Q3	$662K	Sell	11,494 -57,320	-83%	-$3.3M	0.09%	159
2023 Q2	$3.97M	Buy	68,814 +58,592	+573%	+$3.41M	0.5%	60
2023 Q1	$598K	Sell	10,222 -643	-6%	-$37.3K	0.08%	167
2022 Q4	$628K	Sell	10,865 -43,251	-80%	-$2.5M	0.09%	158
2022 Q3	$3.13M	Sell	54,116 -22,319	-29%	-$1.31M	0.54%	48
2022 Q2	$4.5M	Buy	76,435 +67,620	+767%	+$3.99M	0.74%	32
2022 Q1	$522K	Buy	+8,815	New	+$530K	0.09%	173
2021 Q2	–	Sell	-10,756	Closed	-$662K	–	276
2021 Q1	$662K	Buy	+10,756	New	+$662K	0.17%	115
2020 Q2	–	Sell	-3,418	Closed	-$213K	–	150
2020 Q1	$213K	Buy	+3,418	New	+$210K	0.1%	142

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

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aveo Capital Partners's VGSH Position: Q1 2024 in Review

Aveo Capital Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 8,176 shares — an estimated $477K sold.

Aveo Capital Partners first reported a position in VGSH in Q1 2020 and held it in 10 quarters. The position peaked at $4.5M in Q2 2022. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Aveo Capital Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Aveo Capital Partners sold 8,176 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $477K.
Aveo Capital Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 10 quarters.
Aveo Capital Partners's Vanguard Short-Term Treasury ETF position peaked at $4.5M in Q2 2022.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.