Foresight Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Foresight Wealth 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 Q3	–	Sell	-14,094	Closed	-$830K	–	123
2022 Q2	$830K	Sell	14,094 -22,139	-61%	-$1.31M	0.17%	51
2022 Q1	$2.15M	Sell	36,233 -16,581	-31%	-$996K	0.4%	25
2021 Q4	$3.21M	Sell	52,814 -30,151	-36%	-$1.84M	0.04%	20
2021 Q3	$5.09M	Sell	82,965 -53,524	-39%	-$3.29M	1.02%	15
2021 Q2	$8.38M	Sell	136,489 -28,415	-17%	-$1.75M	1.86%	11
2021 Q1	$10.1M	Sell	164,904 -43,980	-21%	-$2.71M	2.57%	8
2020 Q4	$12.9M	Buy	208,884 +3,964	+2%	+$246K	3.41%	4
2020 Q3	$12.7M	Buy	+204,920	New	+$12.7M	4.26%	4

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Foresight Wealth Management's VGSH Position: Q3 2022 in Review

Foresight Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 14,094 shares — an estimated $830K sold.

Foresight Wealth Management first reported a position in VGSH in Q3 2020 and held it in 8 quarters. The position peaked at $12.9M in Q4 2020. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Foresight Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Foresight Wealth Management sold 14,094 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $830K.
Foresight Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and held it in 8 quarters.
Foresight Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $12.9M in Q4 2020.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.