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

Guidance Point 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
2022
Q1 		– Sell
-6,691
Closed -$407K – 98
2021
Q4 		$407K Hold
6,691
– – 0.15% 59
2021
Q3 		$410K Buy
6,691
+650
+11% +$40K 0.15% 59
2021
Q2 		$371K Buy
6,041
+72
+1% +$4.43K 0.14% 63
2021
Q1 		$367K Buy
5,969
+1,830
+44% +$113K 0.15% 65
2020
Q4 		$254K Buy
4,139
+763
+23% +$47.3K 0.12% 74
2020
Q3 		$209K Buy
+3,376
New +$210K 0.12% 75

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Guidance Point Advisors's VGSH Position: Q1 2022 in Review

Guidance Point Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 6,691 shares — an estimated $407K sold.

Guidance Point Advisors first reported a position in VGSH in Q3 2020 and held it in 6 quarters. The position peaked at $410K in Q3 2021. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

  • Guidance Point Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Guidance Point Advisors sold 6,691 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $407K.
  • Guidance Point Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and held it in 6 quarters.
  • Guidance Point Advisors's Vanguard Short-Term Treasury ETF position peaked at $410K in Q3 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Guidance Point Advisors's 13F filing for Q1 2022, filed 5 May 2022.