GI
VGSH icon

Gradient Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Gradient Investments’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
Q3 		– Sell
-209
Closed -$12.1K – 1250
2024
Q2 		$12.1K Buy
+209
New +$12.1K ﹤0.01% 711
2024
Q1 		– Sell
-78
Closed -$4.57K – 1821
2023
Q4 		$4.57K Sell
78
-182
-70% -$10.5K ﹤0.01% 1019
2023
Q3 		$15K Buy
260
+182
+233% +$10.5K ﹤0.01% 731
2023
Q2 		$4.48K Sell
78
-120
-61% -$6.99K ﹤0.01% 975
2023
Q1 		$11.6K Sell
198
-3,099
-94% -$180K ﹤0.01% 771
2022
Q4 		$191K Buy
3,297
+3,125
+1,817% +$181K 0.01% 300
2022
Q3 		$10K Hold
172
– – ﹤0.01% 813
2022
Q2 		$10K Hold
172
– – ﹤0.01% 774
2022
Q1 		$10K Hold
172
– – ﹤0.01% 783
2021
Q4 		$10K Sell
172
-35
-17% -$2.14K ﹤0.01% 802
2021
Q3 		$13K Sell
207
-49
-19% -$3.01K ﹤0.01% 728
2021
Q2 		$16K Hold
256
– – ﹤0.01% 676
2021
Q1 		$16K Hold
256
– – ﹤0.01% 666
2020
Q4 		$16K Hold
256
– – ﹤0.01% 614
2020
Q3 		$16K Buy
256
+59
+30% +$3.67K ﹤0.01% 619
2020
Q2 		$12K Sell
197
-18
-8% -$1.12K ﹤0.01% 621
2020
Q1 		$13K Buy
215
+18
+9% +$1.1K ﹤0.01% 604
2019
Q4 		$12K Buy
197
+172
+688% +$10.5K ﹤0.01% 657
2019
Q3 		$2K Hold
25
– – ﹤0.01% 946
2019
Q2 		$2K Hold
25
– – ﹤0.01% 903
2019
Q1 		$2K Sell
25
-249
-91% -$15K ﹤0.01% 762
2018
Q4 		$16K Buy
+274
New +$16.4K ﹤0.01% 494
2016
Q4 		– Sell
-62
Closed -$4K – 804
2016
Q3 		$4K Buy
+62
New +$3.79K ﹤0.01% 570

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Gradient Investments's VGSH Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 209 shares — an estimated $12.1K sold.

Gradient Investments first reported a position in VGSH in Q3 2016 and held it in 23 quarters. The position peaked at $191K in Q4 2022. 844 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 209 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $12.1K.
  • Gradient Investments first reported a position in Vanguard Short-Term Treasury ETF in Q3 2016 and held it in 23 quarters.
  • Gradient Investments's Vanguard Short-Term Treasury ETF position peaked at $191K in Q4 2022.
  • 844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.