BT 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
2022
Q2
$18.2M Buy
+309,283
New +$18.2M 5.11% 7
2021
Q2
Sell
-3,885
Closed -$239K 69
2021
Q1
$239K Buy
+3,885
New +$239K 0.08% 52

Other funds holding VGSH

BT Wealth Management's VGSH Position: Q2 2022 in Review

BT Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022: 309,283 shares worth $18.2M. The stake represents 5.11% of the portfolio and ranks #7 among its holdings. This is a return to the name: BT Wealth Management previously reported a position in VGSH as recently as Q1 2021.

BT Wealth Management first reported a position in VGSH in Q1 2021 and has held it in 2 quarters since. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

  • BT Wealth Management held 309,283 shares of Vanguard Short-Term Treasury ETF worth $18.2M as of Q2 2022.
  • Vanguard Short-Term Treasury ETF was a new BT Wealth Management position in Q2 2022.
  • Vanguard Short-Term Treasury ETF made up 5.11% of BT Wealth Management's portfolio in Q2 2022, its #7 holding.
  • BT Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 2 quarters since.
  • 646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.