Baystate Wealth Management’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
2023
Q4
$9.19K Buy
+157
New +$9.07K ﹤0.01% 738
2023
Q3
Sell
-256
Closed -$14.8K 1103
2023
Q2
$14.8K Sell
256
-148
-37% -$8.62K ﹤0.01% 501
2023
Q1
$23.7K Buy
404
+256
+173% +$14.9K ﹤0.01% 438
2022
Q4
$9K Buy
+148
New +$8.55K ﹤0.01% 601

Other funds holding VGSH

Baystate Wealth Management's VGSH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023: 157 shares worth $9.19K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in VGSH as recently as Q2 2023.

Baystate Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 4 quarters since. The position peaked at $23.7K in Q1 2023. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Baystate Wealth Management held 157 shares of Vanguard Short-Term Treasury ETF worth $9.19K as of Q4 2023.
  • Vanguard Short-Term Treasury ETF was a new Baystate Wealth Management position in Q4 2023.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #738 holding.
  • Baystate Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 4 quarters since.
  • Baystate Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $23.7K in Q1 2023.
  • 854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.