Great Point Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Great Point Wealth Advisors’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 Q1	–	Sell	-15,516	Closed	-$905K	–	62
2023 Q4	$905K	Buy	15,516 +11,375	+275%	+$657K	0.24%	44
2023 Q3	$239K	Hold	4,141	–	–	0.07%	58
2023 Q2	$239K	Sell	4,141 -110	-3%	-$6.41K	0.07%	59
2023 Q1	$249K	Hold	4,251	–	–	0.08%	57
2022 Q4	$246K	Sell	4,251 -205	-5%	-$11.8K	0.08%	56
2022 Q3	$258K	Sell	4,456 -18	-0.4%	-$1.05K	0.1%	57
2022 Q2	$263K	Sell	4,474 -123	-3%	-$7.25K	0.09%	59
2022 Q1	$272K	Sell	4,597 -630	-12%	-$37.9K	0.08%	54
2021 Q4	$318K	Sell	5,227 -140	-3%	-$8.56K	0.1%	53
2021 Q3	$330K	Sell	5,367 -2,369	-31%	-$146K	0.11%	45
2021 Q2	$475K	Sell	7,736 -60	-0.8%	-$3.69K	0.17%	36
2021 Q1	$480K	Sell	7,796 -139,996	-95%	-$8.62M	0.18%	34
2020 Q4	$9.1M	Sell	147,792 -226,072	-60%	-$14M	3.91%	11
2020 Q3	$23.3M	Hold	373,864	–	–	12%	2
2020 Q2	$23.3M	Buy	+373,864	New	+$23.3M	12%	2

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Great Point Wealth Advisors's VGSH Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 15,516 shares — an estimated $905K sold.

Great Point Wealth Advisors first reported a position in VGSH in Q2 2020 and held it in 15 quarters. The position peaked at $23.3M in Q3 2020. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Great Point Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Great Point Wealth Advisors sold 15,516 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $905K.
Great Point Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 15 quarters.
Great Point Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $23.3M in Q3 2020.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.