Buttonwood Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Buttonwood 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
2024 Q3	–	Sell	-7,988	Closed	-$463K	–	99
2024 Q2	$463K	Hold	7,988	–	–	0.22%	74
2024 Q1	$464K	Sell	7,988 -556	-7%	-$32.3K	0.22%	76
2023 Q4	$498K	Sell	8,544 -51	-0.6%	-$2.95K	0.27%	71
2023 Q3	$495K	Buy	8,595 +2,654	+45%	+$153K	0.31%	70
2023 Q2	$343K	Buy	+5,941	New	+$346K	0.21%	77

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Buttonwood Financial Advisors's VGSH Position: Q3 2024 in Review

Buttonwood Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 7,988 shares — an estimated $463K sold.

Buttonwood Financial Advisors first reported a position in VGSH in Q2 2023 and held it in 5 quarters. The position peaked at $498K in Q4 2023. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Buttonwood Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Buttonwood Financial Advisors sold 7,988 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $463K.
Buttonwood Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 5 quarters.
Buttonwood Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $498K in Q4 2023.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.