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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-25,841
Closed -$1.49M – 338
2022
Q4 		$1.49M Buy
+25,841
New +$1.49M 1.28% 16

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VGSH Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 25,841 shares — an estimated $1.49M sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VGSH in Q4 2022 and held it in 1 quarter. The position peaked at $1.49M in Q4 2022. 764 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 25,841 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $1.49M.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Short-Term Treasury ETF position peaked at $1.49M in Q4 2022.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.