EisnerAmper Wealth Management Corporate Benefits’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q3	–	Sell	-24,080	Closed	-$1.39M	–	60
2023 Q2	$1.39M	Hold	24,080	–	–	0.67%	29
2023 Q1	$1.41M	Buy	+24,080	New	+$1.4M	0.68%	32
2019 Q1	–	Sell	-53,079	Closed	-$3.19M	–	39
2018 Q4	$3.19M	Buy	+53,079	New	+$3.17M	2.75%	14

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

EisnerAmper Wealth Management Corporate Benefits's VGSH Position: Q3 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 24,080 shares — an estimated $1.39M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VGSH in Q4 2018 and held it in 3 quarters. The position peaked at $3.19M in Q4 2018. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 24,080 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $1.39M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's Vanguard Short-Term Treasury ETF position peaked at $3.19M in Q4 2018.
809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2023, filed 10 Oct 2023.