Empower Advisory Group
VGSH icon

Empower Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Empower Advisory Group’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
Q2 		– Sell
-6,566
Closed -$384K – 505
2023
Q1 		$384K Buy
+6,566
New +$381K ﹤0.01% 342

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WL
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Bank of America
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Wells Fargo
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SCM
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State Street
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OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group's VGSH Position: Q2 2023 in Review

Empower Advisory Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 6,566 shares — an estimated $384K sold.

Empower Advisory Group first reported a position in VGSH in Q1 2023 and held it in 1 quarter. The position peaked at $384K in Q1 2023. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

  • Empower Advisory Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Empower Advisory Group sold 6,566 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $384K.
  • Empower Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Empower Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $384K in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Empower Advisory Group's 13F filing for Q2 2023, filed 10 Aug 2023.