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Keystone Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Keystone Wealth Partners’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 		$38.9M Buy
657,154
+52,072
+9% +$3.13M 18.19% 1
2021
Q4 		$36.8M Buy
605,082
+68,954
+13% +$4.22M 16.25% 1
2021
Q3 		$32.9M Buy
536,128
+38,665
+8% +$2.38M 18.15% 1
2021
Q2 		$30.6M Buy
497,463
+8,502
+2% +$523K 18.23% 1
2021
Q1 		$30.1M Buy
488,961
+123,783
+34% +$7.62M 20.25% 1
2020
Q4 		$22.5M Buy
+365,178
New +$22.6M 17.85% 1

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

Keystone Wealth Partners's VGSH Position: Q1 2022 in Review

Keystone Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.6% in Q1 2022, buying an estimated $3.13M and bringing the position to 657,154 shares worth $38.9M. The position accounts for 18.19% of the portfolio, ranked #1.

Keystone Wealth Partners first reported a position in VGSH in Q4 2020 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

  • Keystone Wealth Partners held 657,154 shares of Vanguard Short-Term Treasury ETF worth $38.9M as of Q1 2022.
  • Keystone Wealth Partners bought 52,072 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $3.13M.
  • Vanguard Short-Term Treasury ETF made up 18.19% of Keystone Wealth Partners's portfolio in Q1 2022, its #1 holding.
  • Keystone Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.