BDO Wealth Advisors’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
Q2
$498K Buy
8,635
+7,185
+496% +$418K 0.06% 175
2023
Q1
$84.9K Buy
+1,450
New +$84.2K 0.01% 345

Other funds holding VGSH

BDO Wealth Advisors's VGSH Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 496% in Q2 2023, buying an estimated $418K and bringing the position to 8,635 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #175.

BDO Wealth Advisors first reported a position in VGSH in Q1 2023 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

  • BDO Wealth Advisors held 8,635 shares of Vanguard Short-Term Treasury ETF worth $498K as of Q2 2023.
  • BDO Wealth Advisors bought 7,185 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $418K.
  • Vanguard Short-Term Treasury ETF made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #175 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 2 quarters since.
  • 803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.