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LifePro Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

LifePro Asset Management’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
Q3 		$349K Buy
5,906
+404
+7% +$23.7K 0.21% 98
2024
Q2 		$319K Buy
+5,502
New +$318K 0.23% 94

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

LifePro Asset Management's VGSH Position: Q3 2024 in Review

LifePro Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.3% in Q3 2024, buying an estimated $23.7K and bringing the position to 5,906 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #98.

LifePro Asset Management first reported a position in VGSH in Q2 2024 and has held it in 2 quarters since. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • LifePro Asset Management held 5,906 shares of Vanguard Short-Term Treasury ETF worth $349K as of Q3 2024.
  • LifePro Asset Management bought 404 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $23.7K.
  • Vanguard Short-Term Treasury ETF made up 0.21% of LifePro Asset Management's portfolio in Q3 2024, its #98 holding.
  • LifePro Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 2 quarters since.
  • 842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.