Graves Light Lenhart Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-44,227	Closed	-$2.55M	–	185
2023 Q2	$2.55M	Buy	44,227 +331	+0.8%	+$19.3K	0.34%	58
2023 Q1	$2.57M	Buy	43,896 +186	+0.4%	+$10.8K	0.4%	52
2022 Q4	$2.53M	Buy	43,710 +281	+0.6%	+$16.2K	0.39%	56
2022 Q3	$2.51M	Buy	43,429 +122	+0.3%	+$7.14K	0.42%	52
2022 Q2	$2.55M	Buy	43,307 +68	+0.2%	+$4.01K	0.39%	56
2022 Q1	$2.56M	Buy	43,239 +25	+0.1%	+$1.5K	0.36%	57
2021 Q4	$2.63M	Buy	43,214 +18,162	+72%	+$1.11M	0.37%	56
2021 Q3	$1.54M	Buy	+25,052	New	+$1.54M	0.24%	60

Other funds holding VGSH

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Graves Light Lenhart Wealth's VGSH Position: Q3 2023 in Review

Graves Light Lenhart Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 44,227 shares — an estimated $2.55M sold.

Graves Light Lenhart Wealth first reported a position in VGSH in Q3 2021 and held it in 8 quarters. The position peaked at $2.63M in Q4 2021. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

Graves Light Lenhart Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 44,227 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $2.55M.
Graves Light Lenhart Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 8 quarters.
Graves Light Lenhart Wealth's Vanguard Short-Term Treasury ETF position peaked at $2.63M in Q4 2021.
809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.