Columbia Advisory Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Columbia Advisory Partners’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
2023 Q4	–	Sell	-6,625	Closed	-$382K	–	77
2023 Q3	$382K	Buy	+6,625	New	+$382K	0.42%	40
2023 Q1	–	Sell	-13,700	Closed	-$792K	–	74
2022 Q4	$792K	Buy	13,700 +2,188	+19%	+$126K	0.75%	15
2022 Q3	$665K	Buy	+11,512	New	+$674K	0.81%	15

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Columbia Advisory Partners's VGSH Position: Q4 2023 in Review

Columbia Advisory Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 6,625 shares — an estimated $382K sold.

Columbia Advisory Partners first reported a position in VGSH in Q3 2022 and held it in 3 quarters. The position peaked at $792K in Q4 2022. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

Columbia Advisory Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Columbia Advisory Partners sold 6,625 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $382K.
Columbia Advisory Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
Columbia Advisory Partners's Vanguard Short-Term Treasury ETF position peaked at $792K in Q4 2022.
854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Columbia Advisory Partners's 13F filing for Q4 2023, filed 10 Jan 2024.