Financial Synergies Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Synergies Wealth Advisors’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	–	Sell	-1,090	Closed	-$63K	–	503
2022 Q3	$63K	Sell	1,090 -16,030	-94%	-$938K	0.01%	94
2022 Q2	$1.01M	Buy	+17,120	New	+$1.01M	0.16%	40

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 Synergies Wealth Advisors's VGSH Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 1,090 shares — an estimated $63K sold.

Financial Synergies Wealth Advisors first reported a position in VGSH in Q2 2022 and held it in 2 quarters. The position peaked at $1.01M in Q2 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Financial Synergies Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,090 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $63K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 2 quarters.
Financial Synergies Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.01M in Q2 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.