Baron Silver Stevens Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Baron Silver Stevens 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 Q4	–	Sell	-2,269	Closed	-$2.75K	–	142
2022 Q3	$2.75K	Buy	+2,269	New	+$133K	0.75%	25
2022 Q1	–	Sell	-8,428	Closed	-$512K	–	98
2021 Q4	$512K	Buy	8,428 +4,752	+129%	+$291K	0.12%	51
2021 Q3	$225K	Buy	+3,676	New	+$226K	0.06%	69
2021 Q1	–	Sell	-1,938	Closed	-$119K	–	451
2020 Q4	$119K	Buy	+1,938	New	+$120K	0.04%	88

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

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

OWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VGSH Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 2,269 shares — an estimated $2.75K sold.

Baron Silver Stevens Financial Advisors first reported a position in VGSH in Q4 2020 and held it in 4 quarters. The position peaked at $512K in Q4 2021. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,269 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $2.75K.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $512K in Q4 2021.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.