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Impact Partnership Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-155
Closed -$8.98K – 661
2024
Q1 		$8.98K Sell
155
-122
-44% -$7.09K ﹤0.01% 458
2023
Q4 		$16.1K Sell
277
-452
-62% -$26.1K 0.01% 435
2023
Q3 		$42K Buy
729
+409
+128% +$23.6K 0.01% 418
2023
Q2 		$18.5K Buy
+320
New +$18.6K 0.01% 352

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impact Partnership Wealth's VGSH Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 155 shares — an estimated $8.98K sold.

Impact Partnership Wealth first reported a position in VGSH in Q2 2023 and held it in 4 quarters. The position peaked at $42K in Q3 2023. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 155 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $8.98K.
  • Impact Partnership Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Vanguard Short-Term Treasury ETF position peaked at $42K in Q3 2023.
  • 844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.