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Hudson Valley Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Hudson Valley Investment 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
Q3 		– Sell
-11,965
Closed -$704K – 225
2022
Q2 		$704K Buy
+11,965
New +$706K 0.11% 120

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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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hudson Valley Investment Advisors's VGSH Position: Q3 2022 in Review

Hudson Valley Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 11,965 shares — an estimated $704K sold.

Hudson Valley Investment Advisors first reported a position in VGSH in Q2 2022 and held it in 1 quarter. The position peaked at $704K in Q2 2022. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

  • Hudson Valley Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 11,965 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $704K.
  • Hudson Valley Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $704K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.