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Cyndeo Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cyndeo Wealth 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
2024
Q2 		– Sell
-4,430
Closed -$257K – 417
2024
Q1 		$257K Buy
4,430
+360
+9% +$20.9K 0.02% 342
2023
Q4 		$237K Sell
4,070
-552
-12% -$31.9K 0.02% 333
2023
Q3 		$266K Buy
4,622
+685
+17% +$39.5K 0.03% 293
2023
Q2 		$227K Buy
+3,937
New +$229K 0.02% 301

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cyndeo Wealth Partners's VGSH Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 4,430 shares — an estimated $257K sold.

Cyndeo Wealth Partners first reported a position in VGSH in Q2 2023 and held it in 4 quarters. The position peaked at $266K in Q3 2023. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • Cyndeo Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,430 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $257K.
  • Cyndeo Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Cyndeo Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $266K in Q3 2023.
  • 844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.