Dentgroup’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dentgroup’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 Q3	–	Sell	-4,377	Closed	-$254K	–	89
2024 Q2	$254K	Sell	4,377 -3,505	-44%	-$203K	0.2%	76
2024 Q1	$458K	Buy	7,882 +51	+0.7%	+$2.97K	0.38%	56
2023 Q4	$457K	Buy	+7,831	New	+$453K	0.41%	53

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

OWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Dentgroup's VGSH Position: Q3 2024 in Review

Dentgroup sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 4,377 shares — an estimated $254K sold.

Dentgroup first reported a position in VGSH in Q4 2023 and held it in 3 quarters. The position peaked at $458K in Q1 2024. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Dentgroup reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Dentgroup sold 4,377 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $254K.
Dentgroup first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 3 quarters.
Dentgroup's Vanguard Short-Term Treasury ETF position peaked at $458K in Q1 2024.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Dentgroup's 13F filing for Q3 2024, filed 2 Oct 2024.