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

Colton Groome 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
2022 Q1	–	Sell	-8,514	Closed	-$518K	–	136
2021 Q4	$518K	Buy	8,514 +3,060	+56%	+$187K	0.21%	73
2021 Q3	$335K	Buy	5,454 +275	+5%	+$16.9K	0.15%	90
2021 Q2	$318K	Buy	5,179 +160	+3%	+$9.84K	0.15%	92
2021 Q1	$309K	Sell	5,019 -106	-2%	-$6.53K	0.17%	55
2020 Q4	$316K	Sell	5,125 -3,135	-38%	-$194K	0.2%	51
2020 Q3	$513K	Sell	8,260 -168	-2%	-$10.4K	0.36%	37
2020 Q2	$524K	Buy	8,428 +65	+0.8%	+$4.04K	0.38%	37
2020 Q1	$521K	Sell	8,363 -535	-6%	-$32.8K	0.43%	37
2019 Q4	$541K	Sell	8,898 -436	-5%	-$26.5K	0.39%	42
2019 Q3	$567K	Buy	9,334 +6	+0.1%	+$365	0.42%	42
2019 Q2	$568K	Buy	+9,328	New	+$564K	0.46%	33

Other funds holding VGSH

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Colton Groome Financial Advisors's VGSH Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 8,514 shares — an estimated $518K sold.

Colton Groome Financial Advisors first reported a position in VGSH in Q2 2019 and held it in 11 quarters. The position peaked at $568K in Q2 2019. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

Colton Groome Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 8,514 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $518K.
Colton Groome Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2019 and held it in 11 quarters.
Colton Groome Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $568K in Q2 2019.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.