Baltimore-Washington Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Baltimore-Washington Financial 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 Q2	–	Sell	-4,260	Closed	-$262K	–	156
2022 Q1	$262K	Buy	+4,260	New	+$256K	0.03%	130
2021 Q2	–	Sell	-4,260	Closed	-$262K	–	128
2021 Q1	$262K	Sell	4,260 -6,116	-59%	-$377K	0.03%	112
2020 Q4	$639K	Buy	+10,376	New	+$643K	0.07%	90

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

Baltimore-Washington Financial Advisors's VGSH Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022, closing a stake of 4,260 shares — an estimated $262K sold.

Baltimore-Washington Financial Advisors first reported a position in VGSH in Q4 2020 and held it in 3 quarters. The position peaked at $639K in Q4 2020. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Baltimore-Washington Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 4,260 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $262K.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $639K in Q4 2020.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.