Beaumont Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Beaumont Capital Management’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
2024 Q2	–	Sell	-44,813	Closed	-$2.6M	–	54
2024 Q1	$2.6M	Sell	44,813 -683	-2%	-$39.7K	1.91%	22
2023 Q4	$2.65M	Sell	45,496 -22,730	-33%	-$1.31M	2.01%	23
2023 Q3	$3.93M	Buy	68,226 +15,990	+31%	+$922K	2.83%	13
2023 Q2	$3.02M	Buy	52,236 +5,702	+12%	+$332K	2.09%	15
2023 Q1	$2.72M	Buy	46,534 +287	+0.6%	+$16.7K	1.89%	19
2022 Q4	$2.67M	Sell	46,247 -12,307	-21%	-$711K	1.88%	19
2022 Q3	$3.38M	Sell	58,554 -274,103	-82%	-$16M	3.36%	8
2022 Q2	$19.6M	Buy	332,657 +264,127	+385%	+$15.6M	16.16%	1
2022 Q1	$4.06M	Buy	+68,530	New	+$4.12M	2.62%	19
2021 Q2	–	Sell	-3,560	Closed	-$219K	–	38
2021 Q1	$219K	Sell	3,560 -554	-13%	-$34.1K	0.22%	29
2020 Q4	$253K	Buy	+4,114	New	+$255K	0.25%	27

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beaumont Capital Management's VGSH Position: Q2 2024 in Review

Beaumont Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 44,813 shares — an estimated $2.6M sold.

Beaumont Capital Management first reported a position in VGSH in Q4 2020 and held it in 11 quarters. The position peaked at $19.6M in Q2 2022. 845 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Beaumont Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Beaumont Capital Management sold 44,813 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $2.6M.
Beaumont Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 11 quarters.
Beaumont Capital Management's Vanguard Short-Term Treasury ETF position peaked at $19.6M in Q2 2022.
845 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Beaumont Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.