Choate Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Choate Investment 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 Q2	–	Sell	-141,685	Closed	-$8.23M	–	409
2024 Q1	$8.23M	Hold	141,685	–	–	0.22%	60
2023 Q4	$8.26M	Sell	141,685 -15,619	-10%	-$903K	0.26%	47
2023 Q3	$9.06M	Hold	157,304	–	–	0.36%	30
2023 Q2	$9.08M	Hold	157,304	–	–	0.38%	25
2023 Q1	$9.21M	Hold	157,304	–	–	0.44%	24
2022 Q4	$9.1M	Sell	157,304 -465	-0.3%	-$26.9K	0.55%	22
2022 Q3	$9.12M	Buy	157,769 +155,650	+7,345%	+$9.11M	0.6%	20
2022 Q2	$125K	Buy	2,119 +1,654	+356%	+$97.6K	0.01%	266
2022 Q1	$28K	Buy	465 +180	+63%	+$10.8K	﹤0.01%	334
2021 Q4	$17K	Hold	285	–	–	﹤0.01%	328
2021 Q3	$18K	Buy	+285	New	+$17.5K	﹤0.01%	294

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

Choate Investment Advisors's VGSH Position: Q2 2024 in Review

Choate Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 141,685 shares — an estimated $8.23M sold.

Choate Investment Advisors first reported a position in VGSH in Q3 2021 and held it in 11 quarters. The position peaked at $9.21M in Q1 2023. 845 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Choate Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Choate Investment Advisors sold 141,685 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $8.23M.
Choate Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 11 quarters.
Choate Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.21M in Q1 2023.
845 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.