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

Frontier 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 Q2	$1.41M	Buy	+23,972	New	+$1.41M	0.1%	148
2022 Q1	–	Sell	-49,572	Closed	-$3.02M	–	441
2021 Q4	$3.02M	Sell	49,572 -1,902	-4%	-$116K	0.2%	92
2021 Q3	$3.16M	Sell	51,474 -722	-1%	-$44.4K	0.22%	89
2021 Q2	$3.21M	Buy	52,196 +8,225	+19%	+$506K	0.22%	86
2021 Q1	$2.71M	Buy	43,971 +249	+0.6%	+$15.3K	0.21%	93
2020 Q4	$2.69M	Buy	43,722 +208	+0.5%	+$12.9K	0.22%	85
2020 Q3	$2.7M	Buy	43,514 +3,405	+8%	+$212K	0.25%	79
2020 Q2	$2.5M	Buy	+40,109	New	+$2.5M	0.23%	85

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Frontier Wealth Management's VGSH Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022: 23,972 shares worth $1.41M. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in VGSH as recently as Q4 2021.

Frontier Wealth Management first reported a position in VGSH in Q2 2020 and has held it in 8 quarters since. The position peaked at $3.21M in Q2 2021. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Frontier Wealth Management held 23,972 shares of Vanguard Short-Term Treasury ETF worth $1.41M as of Q2 2022.
Vanguard Short-Term Treasury ETF was a new Frontier Wealth Management position in Q2 2022.
Vanguard Short-Term Treasury ETF made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #148 holding.
Frontier Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 8 quarters since.
Frontier Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.21M in Q2 2021.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.