Financial & Tax Architects’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial & Tax Architects’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 Q2	–	Sell	-5,320	Closed	-$309K	–	93
2024 Q1	$309K	Hold	5,320	–	–	0.09%	82
2023 Q4	$310K	Hold	5,320	–	–	0.09%	72
2023 Q3	$306K	Sell	5,320 -28	-0.5%	-$1.61K	0.1%	67
2023 Q2	$309K	Sell	5,348 -80	-1%	-$4.66K	0.1%	68
2023 Q1	$318K	Sell	5,428 -7,678	-59%	-$446K	0.1%	65
2022 Q4	$764K	Buy	13,106 +6,865	+110%	+$397K	0.26%	51
2022 Q3	$361K	Buy	6,241 +1,703	+38%	+$99.7K	0.14%	55
2022 Q2	$267K	Buy	+4,538	New	+$268K	0.1%	73
2021 Q4	–	Sell	-3,968	Closed	-$244K	–	106
2021 Q3	$244K	Buy	3,968 +123	+3%	+$7.56K	0.11%	94
2021 Q2	$236K	Buy	3,845 +43	+1%	+$2.65K	0.12%	94
2021 Q1	$234K	Buy	+3,802	New	+$234K	0.13%	93

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

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Financial & Tax Architects's VGSH Position: Q2 2024 in Review

Financial & Tax Architects sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 5,320 shares — an estimated $309K sold.

Financial & Tax Architects first reported a position in VGSH in Q1 2021 and held it in 11 quarters. The position peaked at $764K in Q4 2022. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Financial & Tax Architects reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Financial & Tax Architects sold 5,320 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $309K.
Financial & Tax Architects first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 11 quarters.
Financial & Tax Architects's Vanguard Short-Term Treasury ETF position peaked at $764K in Q4 2022.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Financial & Tax Architects's 13F filing for Q2 2024, filed 9 Aug 2024.