Claraphi Advisory Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Claraphi Advisory Network’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
2022 Q4	–	Sell	-11,544	Closed	-$667K	–	226
2022 Q3	$667K	Sell	11,544 -1,983	-15%	-$116K	0.36%	70
2022 Q2	$796K	Buy	+13,527	New	+$798K	0.28%	82
2021 Q4	–	Sell	-8,561	Closed	-$526K	–	330
2021 Q3	$526K	Buy	+8,561	New	+$526K	0.19%	132
2020 Q3	–	Sell	-6,503	Closed	-$404K	–	308
2020 Q2	$404K	Buy	6,503 +1,701	+35%	+$106K	0.17%	124
2020 Q1	$299K	Buy	+4,802	New	+$295K	0.14%	143
2019 Q4	–	Sell	-125	Closed	-$8K	–	392
2019 Q3	$8K	Buy	+125	New	+$7.61K	﹤0.01%	341
2019 Q2	–	Sell	-10,505	Closed	-$635K	–	267
2019 Q1	$635K	Buy	10,505 +7	+0.1%	+$421	0.4%	54
2018 Q4	$631K	Buy	+10,498	New	+$627K	0.48%	55

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Claraphi Advisory Network's VGSH Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 11,544 shares — an estimated $667K sold.

Claraphi Advisory Network first reported a position in VGSH in Q4 2018 and held it in 8 quarters. The position peaked at $796K in Q2 2022. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Claraphi Advisory Network reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,544 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $667K.
Claraphi Advisory Network first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 8 quarters.
Claraphi Advisory Network's Vanguard Short-Term Treasury ETF position peaked at $796K in Q2 2022.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.