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

Lumature 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 Q3	–	Sell	-4,677	Closed	-$275K	–	428
2022 Q2	$275K	Hold	4,677	–	–	0.12%	121
2022 Q1	$277K	Hold	4,677	–	–	0.11%	128
2021 Q4	$285K	Hold	4,677	–	–	0.11%	131
2021 Q3	$287K	Buy	+4,677	New	+$288K	0.12%	120

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lumature Wealth Partners's VGSH Position: Q3 2022 in Review

Lumature Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 4,677 shares — an estimated $275K sold.

Lumature Wealth Partners first reported a position in VGSH in Q3 2021 and held it in 4 quarters. The position peaked at $287K in Q3 2021. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Lumature Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 4,677 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $275K.
Lumature Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 4 quarters.
Lumature Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $287K in Q3 2021.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.