Financial Partners Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Partners Capital Management’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
2022 Q4	$2.16M	Buy	37,404 +4,416	+13%	+$255K	0.48%	51
2022 Q3	$1.91M	Sell	32,988 -19,307	-37%	-$1.13M	0.45%	57
2022 Q2	$3.08M	Buy	52,295 +37,977	+265%	+$2.24M	0.66%	45
2022 Q1	$848K	Sell	14,318 -5,025	-26%	-$302K	0.16%	90
2021 Q4	$1.18M	Sell	19,343 -1,985	-9%	-$121K	0.21%	80
2021 Q3	$1.31M	Sell	21,328 -1,758	-8%	-$108K	0.24%	69
2021 Q2	$1.42M	Sell	23,086 -5,633	-20%	-$347K	0.26%	60
2021 Q1	$1.77M	Buy	28,719 +75	+0.3%	+$4.62K	0.36%	54
2020 Q4	$1.76M	Sell	28,644 -165	-0.6%	-$10.2K	0.4%	47
2020 Q3	$1.79M	Hold	28,809	–	–	0.48%	38
2020 Q2	$1.79M	Sell	28,809 -11,294	-28%	-$703K	0.52%	39
2020 Q1	$2.5M	Buy	+40,103	New	+$2.46M	0.8%	37

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Partners Capital Management's VGSH Position: Q4 2022 in Review

Financial Partners Capital Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q4 2022, buying an estimated $255K and bringing the position to 37,404 shares worth $2.16M. The position accounts for 0.48% of the portfolio, ranked #51.

Financial Partners Capital Management first reported a position in VGSH in Q1 2020 and has held it in 12 quarters since. The position peaked at $3.08M in Q2 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Financial Partners Capital Management held 37,404 shares of Vanguard Short-Term Treasury ETF worth $2.16M as of Q4 2022.
Financial Partners Capital Management bought 4,416 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $255K.
Vanguard Short-Term Treasury ETF made up 0.48% of Financial Partners Capital Management's portfolio in Q4 2022, its #51 holding.
Financial Partners Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 12 quarters since.
Financial Partners Capital Management's Vanguard Short-Term Treasury ETF position peaked at $3.08M in Q2 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.