Baldwin Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,069
Closed -$63K 705
2022
Q2
$63K Buy
1,069
+288
+37% +$17K 0.01% 320
2022
Q1
$46K Buy
+781
New +$46.9K ﹤0.01% 382

Other funds holding VGSH

Baldwin Wealth Partners's VGSH Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 1,069 shares — an estimated $63K sold.

Baldwin Wealth Partners first reported a position in VGSH in Q1 2022 and held it in 2 quarters. The position peaked at $63K in Q2 2022. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,069 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $63K.
  • Baldwin Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and held it in 2 quarters.
  • Baldwin Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $63K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.