Milestone Advisory Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Milestone Advisory 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	-3,518	Closed	-$207K	–	73
2022 Q2	$207K	Sell	3,518 -3,365	-49%	-$198K	0.17%	70
2022 Q1	$408K	Sell	6,883 -4,026	-37%	-$242K	0.22%	50
2021 Q4	$664K	Sell	10,909 -2,839	-21%	-$174K	0.34%	41
2021 Q3	$844K	Sell	13,748 -413	-3%	-$25.4K	0.5%	35
2021 Q2	$870K	Sell	14,161 -75,405	-84%	-$4.64M	0.46%	35
2021 Q1	$5.51M	Sell	89,566 -5,642	-6%	-$347K	2.95%	10
2020 Q4	$5.87M	Sell	95,208 -193,542	-67%	-$12M	3.34%	9
2020 Q3	$17.9M	Buy	288,750 +10,390	+4%	+$646K	11.16%	2
2020 Q2	$17.3M	Buy	278,360 +258,750	+1,319%	+$16.1M	10.18%	2
2020 Q1	$1.22M	Buy	+19,610	New	+$1.2M	0.85%	17

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

Milestone Advisory Partners's VGSH Position: Q3 2022 in Review

Milestone Advisory Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 3,518 shares — an estimated $207K sold.

Milestone Advisory Partners first reported a position in VGSH in Q1 2020 and held it in 10 quarters. The position peaked at $17.9M in Q3 2020. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Milestone Advisory Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Milestone Advisory Partners sold 3,518 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $207K.
Milestone Advisory Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 10 quarters.
Milestone Advisory Partners's Vanguard Short-Term Treasury ETF position peaked at $17.9M in Q3 2020.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Milestone Advisory Partners's 13F filing for Q3 2022, filed 12 Oct 2022.