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InterOcean Capital Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

InterOcean Capital Group’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
Q1 		– Sell
-78,755
Closed -$4.55M – 456
2022
Q4 		$4.55M Buy
+78,755
New +$4.55M 0.17% 95

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WL
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Bank of America
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State Street
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OWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

InterOcean Capital Group's VGSH Position: Q1 2023 in Review

InterOcean Capital Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 78,755 shares — an estimated $4.55M sold.

InterOcean Capital Group first reported a position in VGSH in Q4 2022 and held it in 1 quarter. The position peaked at $4.55M in Q4 2022. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

  • InterOcean Capital Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 78,755 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $4.55M.
  • InterOcean Capital Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • InterOcean Capital Group's Vanguard Short-Term Treasury ETF position peaked at $4.55M in Q4 2022.
  • 763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.